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Gentry Private Wealth’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Gentry Private Wealth’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
Q3 		– Sell
-16,700
Closed -$838K – 97
2025
Q2 		$838K Buy
16,700
+2,000
+14% +$100K 0.64% 22
2025
Q1 		$737K Sell
14,700
-10,800
-42% -$541K 0.61% 26
2024
Q4 		$1.28M Hold
25,500
– – 5.31% 7
2024
Q3 		$1.28M Buy
+25,500
New +$1.28M 1.05% 15

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Gentry Private Wealth's XBIL Position: Q3 2025 in Review

Gentry Private Wealth sold out of US Treasury 6 Month Bill ETF (XBIL) in Q3 2025, closing a stake of 16,700 shares — an estimated $838K sold.

Gentry Private Wealth first reported a position in XBIL in Q3 2024 and held it in 4 quarters. The position peaked at $1.28M in Q3 2024. 88 funds tracked by Wall St. Rank hold XBIL as of Q3 2025.

  • Gentry Private Wealth reported no remaining US Treasury 6 Month Bill ETF position as of Q3 2025 after selling out during the quarter.
  • Gentry Private Wealth sold 16,700 US Treasury 6 Month Bill ETF shares in Q3 2025, an estimated $838K.
  • Gentry Private Wealth first reported a position in US Treasury 6 Month Bill ETF in Q3 2024 and held it in 4 quarters.
  • Gentry Private Wealth's US Treasury 6 Month Bill ETF position peaked at $1.28M in Q3 2024.
  • 88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2025.

Based on Gentry Private Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.