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

Prosperity 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
2023
Q4 		– Sell
-20,876
Closed -$1.05M – 193
2023
Q3 		$1.05M Buy
+20,876
New +$1.04M 0.67% 25

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return

Prosperity Wealth Management's XBIL Position: Q4 2023 in Review

Prosperity Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2023, closing a stake of 20,876 shares — an estimated $1.05M sold.

Prosperity Wealth Management first reported a position in XBIL in Q3 2023 and held it in 1 quarter. The position peaked at $1.05M in Q3 2023. 60 funds tracked by Wall St. Rank hold XBIL as of Q4 2023.

  • Prosperity Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 20,876 US Treasury 6 Month Bill ETF shares in Q4 2023, an estimated $1.05M.
  • Prosperity Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's US Treasury 6 Month Bill ETF position peaked at $1.05M in Q3 2023.
  • 60 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.