Number of Shares
59,815.00
Current Holdings Value*
$3.00 Mil
% of Portfolio
0.88%
Total Estimate Gain
$-3,330.45
% of Total Estimate Gain
-0.11%

Fonville Wealth Management LLC's US Treasury 6 Month Bill ETF Holding Summary

As of 2025-03-31, Fonville Wealth Management LLC held 59,815.00 shares of US Treasury 6 Month Bill ETF(XBIL), totaling $3.00 Mil. This investment constitutes 0.88% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.38% of the outstanding US Treasury 6 Month Bill ETF(XBIL) stock.

The initial trade took place in 2024Q3. And since then Fonville Wealth Management LLC has made 3 purchases of XBIL, at an average price of $50.11, for a total of 59,815.00 shares. Based on historical transaction data and XBIL's current price of $50.05, Fonville Wealth Management LLC's estimated gain on his XBIL holdings is $-3,330.45, reflecting a -0.11% gain to date.

Fonville Wealth Management LLC XBIL ($50.05) Holding Chart

Fonville Wealth Management LLC XBIL ($50.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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