Gries Financial’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Gries Financial’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 Q4	–	Sell	-6,816	Closed	-$342K	–	304
2024 Q3	$342K	Sell	6,816 -78	-1%	-$3.9K	0.06%	189
2024 Q2	$345K	Sell	6,894 -5,254	-43%	-$263K	0.07%	171
2024 Q1	$609K	Buy	+12,148	New	+$608K	0.1%	155

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

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

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

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

Gries Financial's XBIL Position: Q4 2024 in Review

Gries Financial sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2024, closing a stake of 6,816 shares — an estimated $342K sold.

Gries Financial first reported a position in XBIL in Q1 2024 and held it in 3 quarters. The position peaked at $609K in Q1 2024. 78 funds tracked by Wall St. Rank hold XBIL as of Q4 2024.

Gries Financial reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2024 after selling out during the quarter.
Gries Financial sold 6,816 US Treasury 6 Month Bill ETF shares in Q4 2024, an estimated $342K.
Gries Financial first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and held it in 3 quarters.
Gries Financial's US Treasury 6 Month Bill ETF position peaked at $609K in Q1 2024.
78 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2024.

Based on Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.