HCA
XBIL icon

Heck Capital Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Heck Capital 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
2025
Q3 		– Sell
-10,030
Closed -$503K – 200
2025
Q2 		$503K Buy
10,030
+2,279
+29% +$114K 0.04% 133
2025
Q1 		$389K Sell
7,751
-549
-7% -$27.5K 0.04% 129
2024
Q4 		$415K Buy
8,300
+855
+11% +$42.8K 0.05% 120
2024
Q3 		$374K Sell
7,445
-3,706
-33% -$186K 0.04% 117
2024
Q2 		$558K Buy
11,151
+3,977
+55% +$199K 0.07% 100
2024
Q1 		$359K Buy
+7,174
New +$359K 0.05% 107

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B 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