FHC
XBIL icon

First Heartland Consultants’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

First Heartland Consultants’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
Q1 		– Sell
-8,615
Closed -$431K – 487
2024
Q4 		$431K Sell
8,615
-8,288
-49% -$415K 0.04% 266
2024
Q3 		$849K Sell
16,903
-9,765
-37% -$489K 0.09% 159
2024
Q2 		$1.34K Buy
26,668
+4,896
+22% +$245K 0.09% 140
2024
Q1 		$1.09M Sell
21,772
-4,782
-18% -$239K 0.11% 156
2023
Q4 		$1.33M Buy
26,554
+5,537
+26% +$277K 0.16% 124
2023
Q3 		$1.05M Buy
+21,017
New +$1.05M 0.13% 140

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 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