Envestnet Portfolio Solutions
XBIL icon

Envestnet Portfolio Solutions’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-4,933
Closed -$247K – 1530
2025
Q4 		$247K Sell
4,933
-927
-16% -$46.5K ﹤0.01% 1380
2025
Q3 		$294K Buy
+5,860
New +$294K ﹤0.01% 1252

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $4.3B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Portfolio Solutions's XBIL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2026, closing a stake of 4,933 shares — an estimated $247K sold.

Envestnet Portfolio Solutions first reported a position in XBIL in Q3 2025 and held it in 2 quarters. The position peaked at $294K in Q3 2025. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,933 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $247K.
  • Envestnet Portfolio Solutions first reported a position in US Treasury 6 Month Bill ETF in Q3 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's US Treasury 6 Month Bill ETF position peaked at $294K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.