Envestnet Asset Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Envestnet Asset 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	$5.19M	Buy	103,730 +4,205	+4%	+$211K	﹤0.01%	2438
2026 Q1	$4.98M	Buy	99,525 +2,918	+3%	+$146K	﹤0.01%	2316
2025 Q4	$4.84M	Sell	96,607 -5,838	-6%	-$293K	﹤0.01%	2194
2025 Q3	$5.14M	Buy	102,445 +35,113	+52%	+$1.76M	﹤0.01%	2219
2025 Q2	$3.38M	Buy	67,332 +32,433	+93%	+$1.62M	﹤0.01%	2476
2025 Q1	$1.75M	Buy	34,899 +3,289	+10%	+$165K	﹤0.01%	2820
2024 Q4	$1.58M	Sell	31,610 -1,380	-4%	-$69.1K	﹤0.01%	2838
2024 Q3	$1.66M	Sell	32,990 -4,997	-13%	-$250K	﹤0.01%	2792
2024 Q2	$1.9M	Sell	37,987 -114,215	-75%	-$5.71M	﹤0.01%	2628
2024 Q1	$7.63M	Buy	152,202 +142,754	+1,511%	+$7.14M	﹤0.01%	1697
2023 Q4	$472K	Buy	9,448 +1,916	+25%	+$95.9K	﹤0.01%	3363
2023 Q3	$378K	Buy	+7,532	New	+$377K	﹤0.01%	3397

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

Envestnet Asset Management's XBIL Position: Q2 2026 in Review

Envestnet Asset Management increased its US Treasury 6 Month Bill ETF (XBIL) stake by 4.2% in Q2 2026, buying an estimated $211K and bringing the position to 103,730 shares worth $5.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Envestnet Asset Management first reported a position in XBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.63M in Q1 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Envestnet Asset Management held 103,730 shares of US Treasury 6 Month Bill ETF worth $5.19M as of Q2 2026.
Envestnet Asset Management bought 4,205 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $211K.
US Treasury 6 Month Bill ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2438 holding.
Envestnet Asset Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Asset Management's US Treasury 6 Month Bill ETF position peaked at $7.63M in Q1 2024.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.