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

Newbridge Financial Services 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
2025
Q4 		– Sell
-200
Closed -$10K – 1446
2025
Q3 		$10K Hold
200
– – ﹤0.01% 900
2025
Q2 		$10K Hold
200
– – ﹤0.01% 883
2025
Q1 		$10K Hold
200
– – ﹤0.01% 685
2024
Q4 		$10K Hold
200
– – ﹤0.01% 738
2024
Q3 		$10K Hold
200
– – ﹤0.01% 428
2024
Q2 		$10K Hold
200
– – ﹤0.01% 707
2024
Q1 		$10K Hold
200
– – ﹤0.01% 769
2023
Q4 		$9.99K Hold
200
– – ﹤0.01% 735
2023
Q3 		$10K Buy
+200
New +$10K 0.01% 820

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Newbridge Financial Services Group's XBIL Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2025, closing a stake of 200 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in XBIL in Q3 2023 and held it in 9 quarters. The position peaked at $10K in Q3 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 US Treasury 6 Month Bill ETF shares in Q4 2025, an estimated $10K.
  • Newbridge Financial Services Group first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 9 quarters.
  • Newbridge Financial Services Group's US Treasury 6 Month Bill ETF position peaked at $10K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.