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	$1.34M	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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Heartland Consultants's XBIL Position: Q1 2025 in Review

First Heartland Consultants sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2025, closing a stake of 8,615 shares — an estimated $431K sold.

First Heartland Consultants first reported a position in XBIL in Q3 2023 and held it in 6 quarters. The position peaked at $1.34M in Q2 2024. 84 funds tracked by Wall St. Rank hold XBIL as of Q1 2025.

First Heartland Consultants reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 8,615 US Treasury 6 Month Bill ETF shares in Q1 2025, an estimated $431K.
First Heartland Consultants first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 6 quarters.
First Heartland Consultants's US Treasury 6 Month Bill ETF position peaked at $1.34M in Q2 2024.
84 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.