Heritage Oak Wealth Advisors LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Heritage Oak Wealth Advisors LLC

$271 Billion
Q4 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 247,357 shares of BIL stock, worth $22.7 Million. This represents 8.36% of its overall portfolio holdings.

Number of Shares

247,357

Previous 202,410 22.21%

Holding current value

$22.7 Million

Previous $18.6 Billion 21.71%

% of portfolio

8.36%

Previous 6.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$91.46 - $91.76 $4.11 Million - $4.12 Million	44,947 Added 22.21%	247,357 $22.6 Billion
Q3 2025 Oct 20, 2025	BUY	$91.44 - $91.77 $8.39 Million - $8.42 Million	91,726 Added 82.87%	202,410 $18.6 Billion
Q2 2025 Jul 15, 2025	BUY	$91.43 - $91.74 $6.32 Million - $6.34 Million	69,152 Added 166.5%	110,684 $10.2 Billion
Q1 2025 Apr 28, 2025	SELL	$91.45 - $91.75 $12.9 Million - $12.9 Million	-140,944 Reduced 77.24%	41,532 $3.81 Billion
Q4 2024 Feb 05, 2025	BUY	$91.29 - $91.8 $16.7 Million - $16.8 Million	182,476 New	182,476 $16.7 Billion

Q2 2024 Aug 28, 2024	BUY	$91.42 - $91.82 $9.07 Million - $9.11 Million	99,181 New	99,181 $9.1 Billion

Others Institutions Holding BIL

# of Institutions

1,299

Shares Held

245M

Call Options Held

23.3K

Put Options Held

49.1K

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About SPDR BLOOMBERG 1-3 MONTH T-BIL

Ticker BIL
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Heritage Oak Wealth Advisors LLC Spdr Bloomberg 1 3 Month T Bil Transaction History