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 $445B AUM 25.58% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Independent Financial Group's XBIL Position: Q4 2023 in Review

Independent Financial Group sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2023, closing a stake of 6,849 shares — an estimated $343K sold.

Independent Financial Group first reported a position in XBIL in Q3 2023 and held it in 1 quarter. The position peaked at $343K in Q3 2023. 60 funds tracked by Wall St. Rank hold XBIL as of Q4 2023.

  • Independent Financial Group reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 6,849 US Treasury 6 Month Bill ETF shares in Q4 2023, an estimated $343K.
  • Independent Financial Group first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 1 quarter.
  • Independent Financial Group's US Treasury 6 Month Bill ETF position peaked at $343K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.