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

Atticus 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	$293K	Sell	5,858 -3,323	-36%	-$166K	0.07%	155
2026 Q1	$459K	Buy	9,181 +4,429	+93%	+$222K	0.12%	109
2025 Q4	$238K	Sell	4,752 -4,096	-46%	-$205K	0.06%	181
2025 Q3	$444K	Sell	8,848 -4,559	-34%	-$228K	0.11%	117
2025 Q2	$672K	Buy	13,407 +326	+2%	+$16.3K	0.18%	71
2025 Q1	$656K	Buy	13,081 +3,583	+38%	+$180K	0.21%	66
2024 Q4	$475K	Buy	9,498 +2,471	+35%	+$124K	0.15%	76
2024 Q3	$353K	Buy	7,027 +4,116	+141%	+$206K	0.11%	84
2024 Q2	$146K	Sell	2,911 -2,004	-41%	-$100K	0.05%	134
2024 Q1	$246K	Buy	4,915 +2,827	+135%	+$141K	0.08%	111
2023 Q4	$104K	Buy	2,088 +1,273	+156%	+$63.7K	0.04%	161
2023 Q3	$40.9K	Buy	+815	New	+$40.8K	0.02%	271

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

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

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

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LIP

Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

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

Atticus Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 36% in Q2 2026, selling an estimated $166K and leaving 5,858 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #155.

Atticus Wealth Management first reported a position in XBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $672K in Q2 2025. 14 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Atticus Wealth Management held 5,858 shares of US Treasury 6 Month Bill ETF worth $293K as of Q2 2026.
Atticus Wealth Management sold 3,323 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $166K.
US Treasury 6 Month Bill ETF made up 0.07% of Atticus Wealth Management's portfolio in Q2 2026, its #155 holding.
Atticus Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 12 quarters since.
Atticus Wealth Management's US Treasury 6 Month Bill ETF position peaked at $672K in Q2 2025.
14 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.