BIL — SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in SPDR BLOOMBERG 1-3 MONTH T-BILL ETF (BIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.92% (2023 Q4)
Avg. % of fund
1.33%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 557,665 +194,473 +53.5% 1.87% $51.0M $90.87
2025 Q3 ADDED 363,192 +66,520 +22.4% 1.32% $33.3M $89.99
2025 Q2 ADDED 296,672 +6,422 +2.2% 1.23% $27.2M $89.04
2025 Q1 REDUCED 290,250 -23,780 -7.6% 1.46% $26.6M $88.12
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BIL price (monthly, adj. close)

Other funds also holding BIL

As of 2025 Q4 — sorted by position size

Valence8 US LP 3Y 22.59% Savior LLC 3Y 20.62% Ebert Capital Management Inc. 20.55% Second Half Financial Partners, LLC 3Y 19.04% Sound Portfolio Advisors, LLC 18.37% Dean, Jacobson Financial Services, LLC 3Y 15.84% Twin Lakes Capital Management, LLC 3Y 15.21% Hibernia Wealth Partners, LLC 14.25% UDINE WEALTH MANAGEMENT, INC. 3Y 13.7% Impact Partnership Wealth, LLC 13.64%
← Back to EverSource Wealth Advisors, LLC Holdings