Envestnet Asset Management
XBIL icon

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
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
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