Lido Advisors
XBIL icon

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

Lido 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
2024
Q1 		– Sell
-68,339
Closed -$3.41M – 1481
2023
Q4 		$3.41M Buy
68,339
+29,753
+77% +$1.49M 0.02% 315
2023
Q3 		$1.94M Buy
38,586
+19,146
+98% +$958K 0.01% 390
2023
Q2 		$975K Sell
19,440
-21,662
-53% -$1.09M 0.01% 548
2023
Q1 		$2.07M Buy
+41,102
New +$2.06M 0.02% 337

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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Lido Advisors's XBIL Position: Q1 2024 in Review

Lido Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2024, closing a stake of 68,339 shares — an estimated $3.41M sold.

Lido Advisors first reported a position in XBIL in Q1 2023 and held it in 4 quarters. The position peaked at $3.41M in Q4 2023. 64 funds tracked by Wall St. Rank hold XBIL as of Q1 2024.

  • Lido Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Lido Advisors sold 68,339 US Treasury 6 Month Bill ETF shares in Q1 2024, an estimated $3.41M.
  • Lido Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2023 and held it in 4 quarters.
  • Lido Advisors's US Treasury 6 Month Bill ETF position peaked at $3.41M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.