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Stratos Wealth Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Stratos Wealth 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
Q2 		– Sell
-61,842
Closed -$3.1M – 770
2024
Q1 		$3.1M Buy
61,842
+313
+0.5% +$15.7K 0.18% 133
2023
Q4 		$3.07M Sell
61,529
-1,490
-2% -$74.6K 0.18% 162
2023
Q3 		$3.16M Sell
63,019
-1,820
-3% -$91.1K 0.21% 139
2023
Q2 		$3.25M Buy
+64,839
New +$3.25M 0.23% 124

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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $21.3B AUM 22.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Advisors's XBIL Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2024, closing a stake of 61,842 shares — an estimated $3.1M sold.

Stratos Wealth Advisors first reported a position in XBIL in Q2 2023 and held it in 4 quarters. The position peaked at $3.25M in Q2 2023. 78 funds tracked by Wall St. Rank hold XBIL as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 61,842 US Treasury 6 Month Bill ETF shares in Q2 2024, an estimated $3.1M.
  • Stratos Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q2 2023 and held it in 4 quarters.
  • Stratos Wealth Advisors's US Treasury 6 Month Bill ETF position peaked at $3.25M in Q2 2023.
  • 78 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.