Acorn Financial Advisory Services’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Acorn Financial Advisory Services’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	$6.9M	Sell	137,990 -215,367	-61%	-$10.8M	0.92%	26
2026 Q1	$17.7M	Sell	353,357 -203,001	-36%	-$10.2M	2.42%	14
2025 Q4	$27.9M	Sell	556,358 -627,089	-53%	-$31.4M	4.11%	9
2025 Q3	$59.4M	Buy	1,183,447 +12,315	+1%	+$617K	9.11%	2
2025 Q2	$58.7M	Sell	1,171,132 -59,909	-5%	-$3M	9.63%	1
2025 Q1	$61.8M	Buy	1,231,041 +152,181	+14%	+$7.63M	11.17%	1
2024 Q4	$54M	Buy	1,078,860 +149,535	+16%	+$7.49M	8.9%	2
2024 Q3	$46.7M	Buy	929,325 +108,998	+13%	+$5.46M	8.26%	2
2024 Q2	$41.1M	Buy	820,327 +82,989	+11%	+$4.15M	7.67%	2
2024 Q1	$36.9M	Buy	737,338 +2,391	+0.3%	+$120K	6.98%	2
2023 Q4	$36.7M	Buy	734,947 +124,333	+20%	+$6.22M	6.43%	5
2023 Q3	$30.6M	Buy	+610,614	New	+$30.6M	5.47%	5

Other funds holding XBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Acorn Financial Advisory Services's XBIL Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 61% in Q2 2026, selling an estimated $10.8M and leaving 137,990 shares worth $6.9M. The position accounts for 0.92% of the portfolio, ranked #26.

Acorn Financial Advisory Services first reported a position in XBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $61.8M in Q1 2025. 30 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Acorn Financial Advisory Services held 137,990 shares of US Treasury 6 Month Bill ETF worth $6.9M as of Q2 2026.
Acorn Financial Advisory Services sold 215,367 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $10.8M.
US Treasury 6 Month Bill ETF made up 0.92% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #26 holding.
Acorn Financial Advisory Services first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 12 quarters since.
Acorn Financial Advisory Services's US Treasury 6 Month Bill ETF position peaked at $61.8M in Q1 2025.
30 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.