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 Q2	–	Sell	-53,091	Closed	-$2.66M	–	300
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 $445B AUM 25.58% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

49 Wealth Management's XBIL Position: Q2 2026 in Review

49 Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2026, closing a stake of 53,091 shares — an estimated $2.66M sold.

49 Wealth Management first reported a position in XBIL in Q2 2024 and held it in 8 quarters. The position peaked at $14M in Q1 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

49 Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 53,091 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $2.66M.
49 Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and held it in 8 quarters.
49 Wealth Management's US Treasury 6 Month Bill ETF position peaked at $14M in Q1 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.