BILS β€” SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

Ownership history in Ashton Thomas Private Wealth, LLC  Β·  8 quarters on record

AI Ownership Summary

Ashton Thomas Private Wealth, LLC reported SPDR BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.87% in 2025 Q1. The latest visible filing shows BILS at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BILS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ashton Thomas Private Wealth, LLC's position in SPDR BLOOMBERG 3-12 MONTH T-BILL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BILS was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ashton Thomas Private Wealth, LLC held BILS β€” position size vs. price
% of Fund (quarterly)    BILS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 389,925 +26,766 +7.4% 0.94% $38.7M 2026-02-14 (Est.) $98.77
2025 Q3 ADDED 363,159 +65,760 +22.1% 0.94% $36.1M 2025-11-04 $97.73
2025 Q2 REDUCED 297,399 -195,734 -39.7% 1.04% $29.6M 2025-08-01 $96.70
2025 Q1 ADDED 493,133 +105,761 +27.3% 1.87% $49.1M 2025-05-16 $95.82
2024 Q4 ADDED 387,372 +215,245 +125.1% 1.49% $38.4M 2025-02-07 $94.79
2024 Q3 ADDED 172,127 +7,501 +4.6% 0.90% $17.1M 2024-11-05 $93.71
2024 Q2 ADDED 164,626 +21,378 +14.9% 0.89% $16.4M 2024-08-07 $92.53
2024 Q1 INITIATED 143,248 β€” β€” 1.25% $14.3M 2024-04-23 $91.06

🏒 Other funds also holding BILS

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.14% Marex Group plc 0.02%

FAQ About Ashton Thomas Private Wealth, LLC and BILS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ashton Thomas Private Wealth, LLC reported owning BILS?

Ashton Thomas Private Wealth, LLC reported BILS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BILS position in Ashton Thomas Private Wealth, LLC's portfolio?

The largest reported portfolio weight for BILS was 1.87% in 2025 Q1.

What is the latest reported BILS position on this page?

The most recent filing on this page is 2025 Q4, when Ashton Thomas Private Wealth, LLC reported 389,925 shares, equal to 0.94% of portfolio, with an estimated market value of $38.7M.

What does the chart on this BILS ownership page compare?

The chart compares Ashton Thomas Private Wealth, LLC's quarterly BILS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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