FIA
XBIL icon

Foundations Investment Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Foundations Investment Advisors’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
2024
Q3 		– Sell
-4,658
Closed -$233K – 869
2024
Q2 		$233K Buy
+4,658
New +$233K 0.01% 682
2024
Q1 		– Sell
-274,552
Closed -$13.7M – 763
2023
Q4 		$13.7M Buy
+274,552
New +$13.7M 0.37% 57

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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Foundations Investment Advisors's XBIL Position: Q3 2024 in Review

Foundations Investment Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q3 2024, closing a stake of 4,658 shares — an estimated $233K sold.

Foundations Investment Advisors first reported a position in XBIL in Q4 2023 and held it in 2 quarters. The position peaked at $13.7M in Q4 2023. 72 funds tracked by Wall St. Rank hold XBIL as of Q3 2024.

  • Foundations Investment Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,658 US Treasury 6 Month Bill ETF shares in Q3 2024, an estimated $233K.
  • Foundations Investment Advisors first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's US Treasury 6 Month Bill ETF position peaked at $13.7M in Q4 2023.
  • 72 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.