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Financial Advocates Investment Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-7,736
Closed -$388K – 606
2025
Q2 		$388K Buy
7,736
+2,766
+56% +$139K 0.03% 429
2025
Q1 		$249K Buy
+4,970
New +$249K 0.02% 611

Other funds holding XBIL

LPL Financial
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Financial Advocates Investment Management's XBIL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q3 2025, closing a stake of 7,736 shares — an estimated $388K sold.

Financial Advocates Investment Management first reported a position in XBIL in Q1 2025 and held it in 2 quarters. The position peaked at $388K in Q2 2025. 88 funds tracked by Wall St. Rank hold XBIL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining US Treasury 6 Month Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,736 US Treasury 6 Month Bill ETF shares in Q3 2025, an estimated $388K.
  • Financial Advocates Investment Management first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's US Treasury 6 Month Bill ETF position peaked at $388K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.