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Donald Yacktman

Yacktman Asset Management

Donald Yacktman SPDR Bloomberg 1-3 Month T-Bill ETF stake

total: 148

Yacktman Asset Management BIL trades

Total transactions:
3
New positions:
1
Added:
2
Held since:
2025 Q4
Held for:
3 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Donald Yacktman holds 236,353 SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) shares with a market value of roughly $21.66M accounting for 0.27% of the overall portfolio. To date, the estimated cost basis is nearly $91.46 for "buy" trades. Yacktman Asset Management first purchased BIL in 2025 Q4, initially acquiring 167,893 shares. Since the initial investment in SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), Yacktman Asset Management has made 2 more transactions.

How many BIL shares does Donald Yacktman currently hold?

According to 2026 Q2 report, Donald Yacktman holds 236,353 shares of SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), valued at around $21.66M.

When did Donald Yacktman buy SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)?

Donald Yacktman first invested in SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in 2025 Q4 at the reported quarter-end price of $91.38 per share.

What's the cost basis of Yacktman Asset Management's BIL stake?

The estimated cost basis for SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake is around $91.46 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$91.46

Donald Yacktman's historical trades in SPDR Bloomberg 1-3 Month T-Bill ETF

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
0.27%
236,353
$91.64
$21,659,389
+11.43% (+24,238)
+0.03%
2026 Q1
0.26%
212,115
$91.64
$19,438,219
+26.34% (+44,222)
+0.05%
2025 Q4
0.21%
167,893
$91.38
$15,342,062
new
+0.21%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.