TA
XBIL icon

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

Tactive 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
2023
Q4 		– Sell
-9,000
Closed -$451K – 100
2023
Q3 		$451K Sell
9,000
-1,100
-11% -$55.1K 0.39% 38
2023
Q2 		$507K Hold
10,100
– – 0.39% 36
2023
Q1 		$508K Buy
+10,100
New +$507K 0.38% 29

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $120B AUM 27.84% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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 $9.72B AUM 29.41% 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
DK
David Kennon Sarasota, Florida $303M AUM 18.62% 1-Year Est. Return

Tactive Advisors's XBIL Position: Q4 2023 in Review

Tactive Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q4 2023, closing a stake of 9,000 shares — an estimated $451K sold.

Tactive Advisors first reported a position in XBIL in Q1 2023 and held it in 3 quarters. The position peaked at $508K in Q1 2023. 60 funds tracked by Wall St. Rank hold XBIL as of Q4 2023.

  • Tactive Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Tactive Advisors sold 9,000 US Treasury 6 Month Bill ETF shares in Q4 2023, an estimated $451K.
  • Tactive Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2023 and held it in 3 quarters.
  • Tactive Advisors's US Treasury 6 Month Bill ETF position peaked at $508K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q4 2023.

Based on Tactive Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.