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

Ownership history in High Note Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which High Note Wealth, 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
3.29% (2025 Q4)
Avg. % of fund
2.24%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 183,952 +26,561 +16.9% 3.29% $16.8M $90.87
2025 Q3 ADDED 157,391 +25,852 +19.7% 2.90% $14.4M $89.99
2025 Q2 ADDED 131,539 +131,314 +58361.8% 2.76% $12.1M $89.04
2025 Q1 INITIATED 225 — — 0.01% $21K $88.12
% 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%
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