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

Financial Gravity 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 		$250 Hold
5
– – ﹤0.01% 836
2025
Q4 		$250 Sell
5
-31
-86% -$1.55K ﹤0.01% 670
2025
Q3 		$1.81K Buy
+36
New +$1.8K ﹤0.01% 778
2025
Q1 		$30.9K Buy
+616
New +$30.9K 0.01% 399
2024
Q2 		$62.9K Buy
+1,255
New +$62.7K 0.02% 237

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Financial Gravity Asset Management's XBIL Position: Q1 2026 in Review

Financial Gravity Asset Management held its US Treasury 6 Month Bill ETF (XBIL) position steady in Q1 2026 at 5 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Financial Gravity Asset Management first reported a position in XBIL in Q2 2024 and has held it in 5 quarters since. The position peaked at $62.9K in Q2 2024. 99 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Financial Gravity Asset Management held 5 shares of US Treasury 6 Month Bill ETF worth $250 as of Q1 2026.
  • Financial Gravity Asset Management left its US Treasury 6 Month Bill ETF share count unchanged in Q1 2026.
  • US Treasury 6 Month Bill ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #836 holding.
  • Financial Gravity Asset Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's US Treasury 6 Month Bill ETF position peaked at $62.9K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.