Heritage Oak Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History
Bought
Maintained
Sold
Other funds holding BIL
HCM
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Heritage Oak Wealth Advisors's BIL Position: Q1 2026 in Review
Heritage Oak Wealth Advisors increased its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 26% in Q1 2026, buying an estimated $5.9M and bringing the position to 311,857 shares worth $28.6M. The position accounts for 9.08% of the portfolio, ranked #2.
Heritage Oak Wealth Advisors first reported a position in BIL in Q2 2024 and has held it in 7 quarters since. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.
- Heritage Oak Wealth Advisors held 311,857 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $28.6M as of Q1 2026.
- Heritage Oak Wealth Advisors bought 64,500 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $5.9M.
- State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 9.08% of Heritage Oak Wealth Advisors's portfolio in Q1 2026, its #2 holding.
- Heritage Oak Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2024 and has held it in 7 quarters since.
- 1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.
Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.