Vickerman Investment Advisors, Inc. BIL holdings history
SS SPDR BB 1-3M T-BILL ETF · CUSIP 78468R663 · CIK 1898296
As of 2026-06-30, Vickerman Investment Advisors, Inc. reported 29.92K BIL (shares), valued at $2.74M, or 0.53% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 2.67%; reported value increased 2.67%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.53% | 29,917 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 0.56% | 29,140 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.58% | 31,491 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 0.52% | 27,854 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 0.67% | 34,041 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 0.75% | 36,058 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 1.25% | 50,457 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 1.34% | 49,660 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 1.43% | 48,601 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 0.83% | 27,870 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.53% | 16,933 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.53% | 16,933 | $1.55M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 0.83% | 27,870 | $2.56M | Shares increased 64.59%; reported value increased 65.33%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 1.43% | 48,601 | $4.46M | Shares increased 74.38%; reported value increased 74.35%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.34% | 49,660 | $4.56M | Shares increased 2.18%; reported value increased 2.21%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 1.25% | 50,457 | $4.61M | Shares increased 1.60%; reported value increased 1.19%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.75% | 36,058 | $3.31M | Shares decreased 28.54%; reported value decreased 28.30%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.67% | 34,041 | $3.12M | Shares decreased 5.59%; reported value decreased 5.60%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 0.52% | 27,854 | $2.56M | Shares decreased 18.18%; reported value decreased 18.16%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 0.58% | 31,491 | $2.88M | Shares increased 13.06%; reported value increased 12.60%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 0.56% | 29,140 | $2.67M | Shares decreased 7.47%; reported value decreased 7.20%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.53% | 29,917 | $2.74M | Shares increased 2.67%; reported value increased 2.67%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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