IFG
BILL icon

Independent Financial Group’s BILL Holdings BILL Stock Holding History

Independent Financial Group’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,416
Closed -$523K – 1021
2023
Q4 		$523K Sell
6,416
-375
-6% -$30.8K 0.03% 542
2023
Q3 		$737K Buy
6,791
+167
+3% +$19K 0.05% 397
2023
Q2 		$774K Buy
6,624
+3,108
+88% +$295K 0.05% 374
2023
Q1 		$285K Sell
3,516
-1,399
-28% -$130K 0.02% 628
2022
Q4 		$536K Buy
4,915
+1,415
+40% +$170K 0.05% 404
2022
Q3 		$463K Buy
+3,500
New +$503K 0.04% 414

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Independent Financial Group's BILL Position: Q1 2024 in Review

Independent Financial Group sold out of BILL Holdings (BILL) in Q1 2024, closing a stake of 6,416 shares — an estimated $523K sold.

Independent Financial Group first reported a position in BILL in Q3 2022 and held it in 6 quarters. The position peaked at $774K in Q2 2023. 376 funds tracked by Wall St. Rank hold BILL as of Q1 2024.

  • Independent Financial Group reported no remaining BILL Holdings position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 6,416 BILL Holdings shares in Q1 2024, an estimated $523K.
  • Independent Financial Group first reported a position in BILL Holdings in Q3 2022 and held it in 6 quarters.
  • Independent Financial Group's BILL Holdings position peaked at $774K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.