RJFSA
XBIL icon

Raymond James Financial Services Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Raymond James Financial Services 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
Q3 		$17.6M Buy
351,067
+169,416
+93% +$8.48M 0.02% 595
2024
Q2 		$9.1M Buy
+181,651
New +$9.08M 0.01% 870

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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Raymond James Financial Services Advisors's XBIL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its US Treasury 6 Month Bill ETF (XBIL) stake by 93% in Q3 2024, buying an estimated $8.48M and bringing the position to 351,067 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #595.

Raymond James Financial Services Advisors first reported a position in XBIL in Q2 2024 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold XBIL as of Q3 2024.

  • Raymond James Financial Services Advisors held 351,067 shares of US Treasury 6 Month Bill ETF worth $17.6M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 169,416 US Treasury 6 Month Bill ETF shares in Q3 2024, an estimated $8.48M.
  • US Treasury 6 Month Bill ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #595 holding.
  • Raymond James Financial Services Advisors first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.