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Cetera Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Cetera Advisors’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 		$1.66M Buy
33,080
+24,680
+294% +$1.24M 0.01% 903
2023
Q4 		$420K Buy
8,400
+999
+13% +$50K 0.01% 1226
2023
Q3 		$371K Buy
+7,401
New +$370K 0.01% 1216

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 $730M AUM 27.76% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Cetera Advisors's XBIL Position: Q1 2024 in Review

Cetera Advisors increased its US Treasury 6 Month Bill ETF (XBIL) stake by 294% in Q1 2024, buying an estimated $1.24M and bringing the position to 33,080 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #903.

Cetera Advisors first reported a position in XBIL in Q3 2023 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold XBIL as of Q1 2024.

  • Cetera Advisors held 33,080 shares of US Treasury 6 Month Bill ETF worth $1.66M as of Q1 2024.
  • Cetera Advisors bought 24,680 US Treasury 6 Month Bill ETF shares in Q1 2024, an estimated $1.24M.
  • US Treasury 6 Month Bill ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #903 holding.
  • Cetera Advisors first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.