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

AE 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
-100
Closed -$5K – 2787
2026
Q1 		$5K Buy
+100
New +$5.01K ﹤0.01% 2374
2024
Q1 		– Sell
-10,677
Closed -$535K – 2018
2023
Q4 		$535K Buy
10,677
+2,091
+24% +$105K ﹤0.01% 1394
2023
Q3 		$431K Buy
+8,586
New +$430K ﹤0.01% 1459

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MML Investors Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AE Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2026, closing a stake of 100 shares — an estimated $5K sold.

AE Wealth Management first reported a position in XBIL in Q3 2023 and held it in 3 quarters. The position peaked at $535K in Q4 2023. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • AE Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 100 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $5K.
  • AE Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and held it in 3 quarters.
  • AE Wealth Management's US Treasury 6 Month Bill ETF position peaked at $535K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.