BWM
XBIL icon

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

BlackDiamond 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
2024
Q3 		– Sell
-8,134
Closed -$407K – 175
2024
Q2 		$407K Sell
8,134
-239
-3% -$11.9K 0.27% 84
2024
Q1 		$420K Sell
8,373
-1,987
-19% -$99.4K 0.3% 81
2023
Q4 		$518K Sell
10,360
-1,868
-15% -$93.5K 0.38% 64
2023
Q3 		$613K Sell
12,228
-254
-2% -$12.7K 0.55% 39
2023
Q2 		$625K Buy
+12,482
New +$625K 0.53% 45

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return