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David Kennon’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

David Kennon’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 		$272K Sell
5,440
-1,861
-25% -$93.2K 0.09% 41
2026
Q1 		$365K Sell
7,301
-2,512
-26% -$126K 0.13% 35
2025
Q4 		$491K Buy
9,813
+460
+5% +$23.1K 0.17% 32
2025
Q3 		$469K Sell
9,353
-3,390
-27% -$170K 0.17% 31
2025
Q2 		$639K Sell
12,743
-432
-3% -$21.6K 0.24% 29
2025
Q1 		$661K Sell
13,175
-5,701
-30% -$286K 0.26% 29
2024
Q4 		$944K Buy
18,876
+5,418
+40% +$271K 0.37% 28
2024
Q3 		$676K Sell
13,458
-1,132
-8% -$56.7K 0.27% 28
2024
Q2 		$731K Sell
14,590
-382
-3% -$19.1K 0.31% 28
2024
Q1 		$750K Sell
14,972
-150,205
-91% -$7.52M 0.32% 28
2023
Q4 		$8.25M Buy
165,177
+148,526
+892% +$7.43M 3.7% 9
2023
Q3 		$835K Buy
16,651
+5,561
+50% +$278K 0.4% 24
2023
Q2 		$556K Buy
+11,090
New +$556K 0.26% 24

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

David Kennon's XBIL Position: Q2 2026 in Review

David Kennon reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 25% in Q2 2026, selling an estimated $93.2K and leaving 5,440 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #41.

David Kennon first reported a position in XBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.25M in Q4 2023. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • David Kennon held 5,440 shares of US Treasury 6 Month Bill ETF worth $272K as of Q2 2026.
  • David Kennon sold 1,861 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $93.2K.
  • US Treasury 6 Month Bill ETF made up 0.09% of David Kennon's portfolio in Q2 2026, its #41 holding.
  • David Kennon first reported a position in US Treasury 6 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
  • David Kennon's US Treasury 6 Month Bill ETF position peaked at $8.25M in Q4 2023.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.