Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PTC
Private Trust Company’s
US Treasury 6 Month Bill ETF
XBIL
Stock Holding History
Private Trust Company’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
2026
Q1
$550K
Hold
10,997
–
–
0.05%
409
2025
Q4
$551K
Hold
10,997
–
–
0.05%
404
2025
Q3
$552K
Hold
10,997
–
–
0.05%
395
2025
Q2
$552K
Sell
10,997
-500
-4%
-$25K
0.05%
380
2025
Q1
$577K
Hold
11,497
–
–
0.06%
350
2024
Q4
$575K
Sell
11,497
-500
-4%
-$25K
0.06%
343
2024
Q3
$602K
Sell
11,997
-300
-2%
-$15K
0.06%
342
2024
Q2
$616K
Buy
12,297
+7,392
+151%
+$370K
0.07%
321
2024
Q1
$246K
Buy
4,905
+4,005
+445%
+$200K
0.03%
570
2023
Q4
$45K
Buy
900
+600
+200%
+$30K
0.01%
1100
2023
Q3
$15K
Buy
+300
New
+$15K
﹤0.01%
1453
Other funds holding XBIL
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AFAS
Acorn Financial Advisory Services
Reston, Virginia
$730M AUM
27.76%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
MC
Moors & Cabot
Boston, Massachusetts
$2.34B AUM
30.42%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
IWM
IHT Wealth Management
Chicago, Illinois
$4.25B AUM
21.02%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close