Atticus Wealth Management
XBIL icon

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
Q3 		$289K Sell
5,777
-81
-1% -$4.06K 0.06% 159
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atticus Wealth Management's XBIL Position: Q3 2026 in Review

Atticus Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 1.4% in Q3 2026, selling an estimated $4.06K and leaving 5,777 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #159.

Atticus Wealth Management first reported a position in XBIL in Q3 2023 and has held it in 13 quarters since. The position peaked at $672K in Q2 2025. 16 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

  • Atticus Wealth Management held 5,777 shares of US Treasury 6 Month Bill ETF worth $289K as of Q3 2026.
  • Atticus Wealth Management sold 81 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $4.06K.
  • US Treasury 6 Month Bill ETF made up 0.06% of Atticus Wealth Management's portfolio in Q3 2026, its #159 holding.
  • Atticus Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 13 quarters since.
  • Atticus Wealth Management's US Treasury 6 Month Bill ETF position peaked at $672K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.