First Western Trust Bank’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

First Western Trust Bank’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
2023 Q2	–	Sell	-8,582	Closed	-$431K	–	192
2023 Q1	$431K	Buy	+8,582	New	+$431K	0.02%	130

Other funds holding XBIL

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AFP

Alpha Financial Partners Lexington, Kentucky $169M AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

First Western Trust Bank's XBIL Position: Q2 2023 in Review

First Western Trust Bank sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2023, closing a stake of 8,582 shares — an estimated $431K sold.

First Western Trust Bank first reported a position in XBIL in Q1 2023 and held it in 1 quarter. The position peaked at $431K in Q1 2023. 17 funds tracked by Wall St. Rank hold XBIL as of Q2 2023.

First Western Trust Bank reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2023 after selling out during the quarter.
First Western Trust Bank sold 8,582 US Treasury 6 Month Bill ETF shares in Q2 2023, an estimated $431K.
First Western Trust Bank first reported a position in US Treasury 6 Month Bill ETF in Q1 2023 and held it in 1 quarter.
First Western Trust Bank's US Treasury 6 Month Bill ETF position peaked at $431K in Q1 2023.
17 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2023.

Based on First Western Trust Bank's 13F filing for Q2 2023, filed 11 Aug 2023.