AAS
XBIL icon

Avantax Advisory Services’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Avantax Advisory Services’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
Q1 		– Sell
-10,068
Closed -$503K – 1743
2023
Q4 		$503K Buy
10,068
+2,488
+33% +$125K 0.01% 978
2023
Q3 		$380K Buy
+7,580
New +$379K ﹤0.01% 1064

Other funds holding XBIL

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Avantax Advisory Services's XBIL Position: Q1 2024 in Review

Avantax Advisory Services sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2024, closing a stake of 10,068 shares — an estimated $503K sold.

Avantax Advisory Services first reported a position in XBIL in Q3 2023 and held it in 2 quarters. The position peaked at $503K in Q4 2023. 64 funds tracked by Wall St. Rank hold XBIL as of Q1 2024.

  • Avantax Advisory Services reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 10,068 US Treasury 6 Month Bill ETF shares in Q1 2024, an estimated $503K.
  • Avantax Advisory Services first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 2 quarters.
  • Avantax Advisory Services's US Treasury 6 Month Bill ETF position peaked at $503K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.