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

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPDR BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows BILS at 0.00% 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 CREATIVE FINANCIAL DESIGNS INC /ADV'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 Q3

BILS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 CREATIVE FINANCIAL DESIGNS INC /ADV held BILS β€” position size vs. price
% of Fund (quarterly)    BILS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 26 β€” 0% 0.00% $3K 2025-11-12 $97.82
2025 Q2 UNCHANGED 26 β€” 0% 0.00% $3K 2025-08-04 $96.71
2025 Q1 UNCHANGED 26 β€” 0% 0.00% $3K 2025-04-23 $95.57
2024 Q4 ADDED 26 +1 +4.0% 0.00% $3K 2025-02-10 $94.79
2024 Q3 UNCHANGED 25 β€” 0% 0.00% $3K 2024-10-28 $93.58
2024 Q2 INITIATED 25 β€” β€” 0.00% $2K 2024-08-06 $92.53

🏒 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 CREATIVE FINANCIAL DESIGNS INC /ADV and BILS

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning BILS?

CREATIVE FINANCIAL DESIGNS INC /ADV reported BILS across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BILS position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for BILS was 0.00% in 2024 Q2.

What is the latest reported BILS position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 26 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this BILS ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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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