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

Denver 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	$513K	Sell	10,259 -7,718	-43%	-$387K	0.15%	62
2026 Q1	$899K	Sell	17,977 -6,204	-26%	-$311K	0.31%	42
2025 Q4	$1.21M	Sell	24,181 -41,732	-63%	-$2.09M	0.43%	30
2025 Q3	$3.31M	Sell	65,913 -4,914	-7%	-$246K	1.22%	16
2025 Q2	$3.55M	Sell	70,827 -10,768	-13%	-$539K	1.47%	12
2025 Q1	$4.09M	Sell	81,595 -24,633	-23%	-$1.23M	1.87%	12
2024 Q4	$5.32M	Sell	106,228 -11,921	-10%	-$597K	2.39%	11
2024 Q3	$5.93M	Buy	118,149 +5,117	+5%	+$256K	2.75%	9
2024 Q2	$5.66M	Buy	113,032 +4,220	+4%	+$211K	2.84%	9
2024 Q1	$5.45M	Buy	108,812 +12,990	+14%	+$650K	2.78%	10
2023 Q4	$4.79M	Buy	95,822 +45,605	+91%	+$2.28M	2.71%	13
2023 Q3	$2.52M	Buy	+50,217	New	+$2.51M	1.63%	17

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

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

Denver Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 43% in Q2 2026, selling an estimated $387K and leaving 10,259 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #62.

Denver Wealth Management first reported a position in XBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.93M in Q3 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Denver Wealth Management held 10,259 shares of US Treasury 6 Month Bill ETF worth $513K as of Q2 2026.
Denver Wealth Management sold 7,718 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $387K.
US Treasury 6 Month Bill ETF made up 0.15% of Denver Wealth Management's portfolio in Q2 2026, its #62 holding.
Denver Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 12 quarters since.
Denver Wealth Management's US Treasury 6 Month Bill ETF position peaked at $5.93M in Q3 2024.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.