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

Copia 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	$2.33M	Sell	46,523 -1,592	-3%	-$79.7K	1.4%	21
2026 Q1	$2.41M	Sell	48,115 -20,859	-30%	-$1.05M	1.65%	17
2025 Q4	$3.45M	Sell	68,974 -17,541	-20%	-$879K	2.47%	11
2025 Q3	$4.34M	Sell	86,515 -3,717	-4%	-$186K	3.23%	5
2025 Q2	$4.53M	Sell	90,232 -3,054	-3%	-$153K	3.82%	4
2025 Q1	$4.68M	Sell	93,286 -3,660	-4%	-$183K	4.33%	4
2024 Q4	$4.85M	Buy	+96,946	New	+$4.86M	4.62%	3

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

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

Copia Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 3.3% in Q2 2026, selling an estimated $79.7K and leaving 46,523 shares worth $2.33M. The position accounts for 1.4% of the portfolio, ranked #21.

Copia Wealth Management first reported a position in XBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q4 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Copia Wealth Management held 46,523 shares of US Treasury 6 Month Bill ETF worth $2.33M as of Q2 2026.
Copia Wealth Management sold 1,592 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $79.7K.
US Treasury 6 Month Bill ETF made up 1.4% of Copia Wealth Management's portfolio in Q2 2026, its #21 holding.
Copia Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's US Treasury 6 Month Bill ETF position peaked at $4.85M in Q4 2024.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.