Wealthquest’s US Treasury 6 Month Bill ETF XBIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,365
| Closed | -$470K | – | 143 |
|
|
2025
Q1 | $470K | Sell |
9,365
-4,455
| -32% | -$224K | 0.04% | 75 |
|
|
2024
Q4 | $691K | Sell |
13,820
-4,344
| -24% | -$217K | 0.06% | 64 |
|
|
2024
Q3 | $909K | Sell |
18,164
-540,452
| -97% | -$27M | 0.08% | 52 |
|
|
2024
Q2 | $28M | Buy |
558,616
+29,657
| +6% | +$1.49M | 2.98% | 13 |
|
|
2024
Q1 | $26.5M | Sell |
528,959
-15,507
| -3% | -$777K | 2.84% | 13 |
|
|
2023
Q4 | $27.2M | Buy |
544,466
+5,992
| +1% | +$299K | 3.02% | 12 |
|
|
2023
Q3 | $27M | Buy |
538,474
+20,712
| +4% | +$1.04M | 3.31% | 10 |
|
|
2023
Q2 | $26M | Buy |
517,762
+6,832
| +1% | +$343K | 3.1% | 10 |
|
|
2023
Q1 | $25.7M | Buy |
+510,930
| New | +$25.7M | 3.33% | 10 |
|