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Five Pine Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Five Pine Wealth 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
Q1 		– Sell
-4,014
Closed -$201K – 40
2024
Q4 		$201K Buy
+4,014
New +$201K 0.17% 40

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Stifel Financial
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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

Five Pine Wealth Management's XBIL Position: Q1 2025 in Review

Five Pine Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2025, closing a stake of 4,014 shares — an estimated $201K sold.

Five Pine Wealth Management first reported a position in XBIL in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 84 funds tracked by Wall St. Rank hold XBIL as of Q1 2025.

  • Five Pine Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2025 after selling out during the quarter.
  • Five Pine Wealth Management sold 4,014 US Treasury 6 Month Bill ETF shares in Q1 2025, an estimated $201K.
  • Five Pine Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and held it in 1 quarter.
  • Five Pine Wealth Management's US Treasury 6 Month Bill ETF position peaked at $201K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2025.

Based on Five Pine Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.