Ken Fisher
XBIL icon

Ken Fisher’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Ken Fisher’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
Q2 		– Sell
-5,878
Closed -$295K – 1060
2024
Q1 		$295K Buy
+5,878
New +$294K ﹤0.01% 867

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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 $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ken Fisher's XBIL Position: Q2 2024 in Review

Ken Fisher sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2024, closing a stake of 5,878 shares — an estimated $295K sold.

Ken Fisher first reported a position in XBIL in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 78 funds tracked by Wall St. Rank hold XBIL as of Q2 2024.

  • Ken Fisher reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 5,878 US Treasury 6 Month Bill ETF shares in Q2 2024, an estimated $295K.
  • Ken Fisher first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and held it in 1 quarter.
  • Ken Fisher's US Treasury 6 Month Bill ETF position peaked at $295K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.