Belpointe Asset Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Belpointe Asset 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	$979K	Sell	19,585 -2,322	-11%	-$116K	0.03%	507
2026 Q1	$1.1M	Buy	21,907 +1,608	+8%	+$80.6K	0.04%	426
2025 Q4	$1.02M	Buy	20,299 +1,464	+8%	+$73.4K	0.04%	428
2025 Q3	$945K	Sell	18,835 -971	-5%	-$48.6K	0.04%	426
2025 Q2	$993K	Buy	19,806 +4,652	+31%	+$233K	0.04%	356
2025 Q1	$760K	Buy	15,154 +2,787	+23%	+$140K	0.04%	418
2024 Q4	$621K	Sell	12,367 -1,092	-8%	-$54.7K	0.04%	458
2024 Q3	$676K	Buy	13,459 +5,963	+80%	+$299K	0.04%	419
2024 Q2	$375K	Buy	+7,496	New	+$375K	0.03%	520

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

Belpointe Asset Management's XBIL Position: Q2 2026 in Review

Belpointe Asset Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 11% in Q2 2026, selling an estimated $116K and leaving 19,585 shares worth $979K. The position accounts for 0.03% of the portfolio, ranked #507.

Belpointe Asset Management first reported a position in XBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Belpointe Asset Management held 19,585 shares of US Treasury 6 Month Bill ETF worth $979K as of Q2 2026.
Belpointe Asset Management sold 2,322 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $116K.
US Treasury 6 Month Bill ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #507 holding.
Belpointe Asset Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
Belpointe Asset Management's US Treasury 6 Month Bill ETF position peaked at $1.1M in Q1 2026.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.