49 Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

49 Wealth Management’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
2026 Q1	$2.66M	Sell	53,091 -227	-0.4%	-$11.4K	0.2%	36
2025 Q4	$2.67M	Sell	53,318 -68,491	-56%	-$3.43M	0.22%	40
2025 Q3	$6.11M	Sell	121,809 -124,122	-50%	-$6.22M	0.58%	22
2025 Q2	$12.3M	Sell	245,931 -33,456	-12%	-$1.68M	1.31%	16
2025 Q1	$14M	Buy	279,387 +2,206	+0.8%	+$111K	1.69%	15
2024 Q4	$13.9M	Buy	277,181 +88,509	+47%	+$4.43M	1.98%	15
2024 Q3	$9.47M	Buy	188,672 +23,792	+14%	+$1.19M	1.54%	17
2024 Q2	$8.23M	Buy	+164,880	New	+$8.24M	1.62%	13

Other funds holding XBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

49 Wealth Management's XBIL Position: Q1 2026 in Review

49 Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 0.43% in Q1 2026, selling an estimated $11.4K and leaving 53,091 shares worth $2.66M. The position accounts for 0.2% of the portfolio, ranked #36.

49 Wealth Management first reported a position in XBIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $14M in Q1 2025. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

49 Wealth Management held 53,091 shares of US Treasury 6 Month Bill ETF worth $2.66M as of Q1 2026.
49 Wealth Management sold 227 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $11.4K.
US Treasury 6 Month Bill ETF made up 0.2% of 49 Wealth Management's portfolio in Q1 2026, its #36 holding.
49 Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 8 quarters since.
49 Wealth Management's US Treasury 6 Month Bill ETF position peaked at $14M in Q1 2025.
98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.