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GoalVest Advisory’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-716
Closed -$35.9K – 556
2025
Q3 		$35.9K Sell
716
-4,984
-87% -$250K 0.01% 243
2025
Q2 		$286K Hold
5,700
– – 0.07% 108
2025
Q1 		$286K Sell
5,700
-10,800
-65% -$541K 0.08% 99
2024
Q4 		$826K Hold
16,500
– – 0.23% 73
2024
Q3 		$828K Buy
+16,500
New +$826K 0.24% 70

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B 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 $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

GoalVest Advisory's XBIL Position: Q4 2025 in Review

GoalVest Advisory sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2025, closing a stake of 716 shares — an estimated $35.9K sold.

GoalVest Advisory first reported a position in XBIL in Q3 2024 and held it in 5 quarters. The position peaked at $828K in Q3 2024. 94 funds tracked by Wall St. Rank hold XBIL as of Q4 2025.

  • GoalVest Advisory reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 716 US Treasury 6 Month Bill ETF shares in Q4 2025, an estimated $35.9K.
  • GoalVest Advisory first reported a position in US Treasury 6 Month Bill ETF in Q3 2024 and held it in 5 quarters.
  • GoalVest Advisory's US Treasury 6 Month Bill ETF position peaked at $828K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.