IFG
XBIL icon

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

Independent Financial Group’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
2023
Q4 		– Sell
-6,849
Closed -$343K – 1018
2023
Q3 		$343K Buy
+6,849
New +$343K 0.02% 608

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
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return