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Napa Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Napa Wealth Management’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
-9,285
Closed -$465K – 133
2024
Q1 		$465K Sell
9,285
-799
-8% -$40K 0.25% 36
2023
Q4 		$504K Buy
+10,084
New +$505K 0.27% 65

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
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 $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Napa Wealth Management's XBIL Position: Q2 2024 in Review

Napa Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2024, closing a stake of 9,285 shares — an estimated $465K sold.

Napa Wealth Management first reported a position in XBIL in Q4 2023 and held it in 2 quarters. The position peaked at $504K in Q4 2023. 78 funds tracked by Wall St. Rank hold XBIL as of Q2 2024.

  • Napa Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 9,285 US Treasury 6 Month Bill ETF shares in Q2 2024, an estimated $465K.
  • Napa Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and held it in 2 quarters.
  • Napa Wealth Management's US Treasury 6 Month Bill ETF position peaked at $504K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2024.

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