Trivant Custom Portfolio Group’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Trivant Custom Portfolio Group’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
2025 Q1	–	Sell	-520	Closed	-$26K	–	221
2024 Q4	$26K	Sell	520 -21	-4%	-$1.05K	0.02%	104
2024 Q3	$27.2K	Sell	541 -666	-55%	-$33.3K	0.02%	103
2024 Q2	$60.4K	Buy	1,207 +705	+140%	+$35.2K	0.04%	92
2024 Q1	$25.2K	Buy	502 +322	+179%	+$16.1K	0.02%	125
2023 Q4	$8.99K	Buy	180 +6	+3%	+$300	0.01%	179
2023 Q3	$8.73K	Buy	+174	New	+$8.71K	0.01%	167

Other funds holding XBIL

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Trivant Custom Portfolio Group's XBIL Position: Q1 2025 in Review

Trivant Custom Portfolio Group sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2025, closing a stake of 520 shares — an estimated $26K sold.

Trivant Custom Portfolio Group first reported a position in XBIL in Q3 2023 and held it in 6 quarters. The position peaked at $60.4K in Q2 2024. 84 funds tracked by Wall St. Rank hold XBIL as of Q1 2025.

Trivant Custom Portfolio Group reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 520 US Treasury 6 Month Bill ETF shares in Q1 2025, an estimated $26K.
Trivant Custom Portfolio Group first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 6 quarters.
Trivant Custom Portfolio Group's US Treasury 6 Month Bill ETF position peaked at $60.4K in Q2 2024.
84 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2025, filed 21 Apr 2025.