Founders Financial Alliance’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Founders Financial Alliance’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	$1.63M	Sell	32,627 -7,213	-18%	-$361K	0.22%	104
2026 Q1	$1.99M	Sell	39,840 -403	-1%	-$20.2K	0.36%	65
2025 Q4	$2.01M	Sell	40,243 -999	-2%	-$50.1K	0.38%	60
2025 Q3	$2.07M	Sell	41,242 -1,433	-3%	-$71.8K	0.39%	56
2025 Q2	$2.14M	Sell	42,675 -1,400	-3%	-$70.1K	0.49%	48
2025 Q1	$2.21M	Buy	+44,075	New	+$2.21M	0.54%	42

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

Founders Financial Alliance's XBIL Position: Q2 2026 in Review

Founders Financial Alliance reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 18% in Q2 2026, selling an estimated $361K and leaving 32,627 shares worth $1.63M. The position accounts for 0.22% of the portfolio, ranked #104.

Founders Financial Alliance first reported a position in XBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Founders Financial Alliance held 32,627 shares of US Treasury 6 Month Bill ETF worth $1.63M as of Q2 2026.
Founders Financial Alliance sold 7,213 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $361K.
US Treasury 6 Month Bill ETF made up 0.22% of Founders Financial Alliance's portfolio in Q2 2026, its #104 holding.
Founders Financial Alliance first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
Founders Financial Alliance's US Treasury 6 Month Bill ETF position peaked at $2.21M in Q1 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.