Fonville Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Fonville Wealth 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	$3.08M	Sell	61,502 -3,436	-5%	-$172K	0.5%	40
2026 Q1	$3.25M	Sell	64,938 -4,515	-7%	-$226K	0.62%	39
2025 Q4	$3.48M	Buy	69,453 +1,766	+3%	+$88.5K	0.71%	35
2025 Q3	$3.4M	Buy	67,687 +612	+0.9%	+$30.7K	0.76%	35
2025 Q2	$3.36M	Buy	67,075 +7,260	+12%	+$364K	0.85%	33
2025 Q1	$3M	Buy	59,815 +54,601	+1,047%	+$2.74M	0.88%	32
2024 Q4	$261K	Buy	5,214 +75	+1%	+$3.76K	0.09%	97
2024 Q3	$258K	Buy	+5,139	New	+$257K	0.09%	101

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

Fonville Wealth Management's XBIL Position: Q2 2026 in Review

Fonville Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 5.3% in Q2 2026, selling an estimated $172K and leaving 61,502 shares worth $3.08M. The position accounts for 0.5% of the portfolio, ranked #40.

Fonville Wealth Management first reported a position in XBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Fonville Wealth Management held 61,502 shares of US Treasury 6 Month Bill ETF worth $3.08M as of Q2 2026.
Fonville Wealth Management sold 3,436 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $172K.
US Treasury 6 Month Bill ETF made up 0.5% of Fonville Wealth Management's portfolio in Q2 2026, its #40 holding.
Fonville Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q3 2024 and has held it in 8 quarters since.
Fonville Wealth Management's US Treasury 6 Month Bill ETF position peaked at $3.48M in Q4 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.