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Carlson Financial’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Carlson Financial’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 		$431K Sell
8,618
-991
-10% -$49.6K 0.22% 101
2026
Q1 		$481K Sell
9,609
-80
-0.8% -$4.01K 0.28% 86
2025
Q4 		$485K Buy
+9,689
New +$486K 0.28% 88

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

Carlson Financial's XBIL Position: Q2 2026 in Review

Carlson Financial reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 10% in Q2 2026, selling an estimated $49.6K and leaving 8,618 shares worth $431K. The position accounts for 0.22% of the portfolio, ranked #101.

Carlson Financial first reported a position in XBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $485K in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Carlson Financial held 8,618 shares of US Treasury 6 Month Bill ETF worth $431K as of Q2 2026.
  • Carlson Financial sold 991 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $49.6K.
  • US Treasury 6 Month Bill ETF made up 0.22% of Carlson Financial's portfolio in Q2 2026, its #101 holding.
  • Carlson Financial first reported a position in US Treasury 6 Month Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's US Treasury 6 Month Bill ETF position peaked at $485K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.