Rockefeller Capital Management
XBIL icon

Rockefeller Capital Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-63,669
Closed -$3.18M – 1736
2023
Q4 		$3.18M Buy
+63,669
New +$3.19M 0.01% 769

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UBS Group
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PAG
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MML Investors Services
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IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Rockefeller Capital Management's XBIL Position: Q1 2024 in Review

Rockefeller Capital Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2024, closing a stake of 63,669 shares — an estimated $3.18M sold.

Rockefeller Capital Management first reported a position in XBIL in Q4 2023 and held it in 1 quarter. The position peaked at $3.18M in Q4 2023. 64 funds tracked by Wall St. Rank hold XBIL as of Q1 2024.

  • Rockefeller Capital Management reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Rockefeller Capital Management sold 63,669 US Treasury 6 Month Bill ETF shares in Q1 2024, an estimated $3.18M.
  • Rockefeller Capital Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and held it in 1 quarter.
  • Rockefeller Capital Management's US Treasury 6 Month Bill ETF position peaked at $3.18M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2024.

Based on Rockefeller Capital Management's 13F filing for Q1 2024, filed 14 May 2024.