ABWM
XBIL icon

Alpine Bank Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Alpine Bank Wealth Management’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
2026
Q1 		$7.69M Buy
153,667
+60,602
+65% +$3.04M 1.12% 14
2025
Q4 		$4.66M Buy
93,065
+53,215
+134% +$2.67M 0.66% 24
2025
Q3 		$2M Buy
39,850
+20,945
+111% +$1.05M 0.28% 48
2025
Q2 		$948K Sell
18,905
-67,118
-78% -$3.36M 0.14% 76
2025
Q1 		$4.32M Buy
+86,023
New +$4.31M 0.69% 25
2024
Q3 		$4.09M Buy
+81,382
New +$4.07M 0.65% 23

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return