CWM
XBIL icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return