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

Financial Gravity Companies’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
2025 Q2	$11K	Buy	+220	New	+$11K	﹤0.01%	558
2024 Q4	$30.8K	Hold	616	–	–	0.01%	364
2024 Q3	$30.9K	Buy	+616	New	+$30.8K	0.01%	222

Other funds holding XBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Financial Gravity Companies's XBIL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in US Treasury 6 Month Bill ETF (XBIL) in Q2 2025: 220 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XBIL as recently as Q4 2024.

Financial Gravity Companies first reported a position in XBIL in Q3 2024 and has held it in 3 quarters since. The position peaked at $30.9K in Q3 2024. 88 funds tracked by Wall St. Rank hold XBIL as of Q2 2025.

Financial Gravity Companies held 220 shares of US Treasury 6 Month Bill ETF worth $11K as of Q2 2025.
US Treasury 6 Month Bill ETF was a new Financial Gravity Companies position in Q2 2025.
US Treasury 6 Month Bill ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #558 holding.
Financial Gravity Companies first reported a position in US Treasury 6 Month Bill ETF in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's US Treasury 6 Month Bill ETF position peaked at $30.9K in Q3 2024.
88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.