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Alpha Financial Partners’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Alpha Financial Partners’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,994
Closed -$250K – 84
2024
Q1 		$250K Sell
4,994
-165
-3% -$8.26K 0.23% 57
2023
Q4 		$258K Sell
5,159
-12,299
-70% -$615K 0.25% 55
2023
Q3 		$876K Buy
17,458
+1,956
+13% +$97.9K 1.02% 18
2023
Q2 		$778K Buy
15,502
+1,626
+12% +$81.4K 0.83% 22
2023
Q1 		$697K Buy
+13,876
New +$696K 0.78% 27

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Alpha Financial Partners's XBIL Position: Q2 2024 in Review

Alpha Financial Partners sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2024, closing a stake of 4,994 shares — an estimated $250K sold.

Alpha Financial Partners first reported a position in XBIL in Q1 2023 and held it in 5 quarters. The position peaked at $876K in Q3 2023. 78 funds tracked by Wall St. Rank hold XBIL as of Q2 2024.

  • Alpha Financial Partners reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 4,994 US Treasury 6 Month Bill ETF shares in Q2 2024, an estimated $250K.
  • Alpha Financial Partners first reported a position in US Treasury 6 Month Bill ETF in Q1 2023 and held it in 5 quarters.
  • Alpha Financial Partners's US Treasury 6 Month Bill ETF position peaked at $876K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2024.

Based on Alpha Financial Partners's 13F filing for Q2 2024, filed 9 Aug 2024.