Great Valley Advisor Group’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Great Valley Advisor Group’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	$550K	Buy	10,995 +2	+0%	+$100	0.01%	694
2026 Q1	$550K	Sell	10,993 -999	-8%	-$50.1K	0.01%	658
2025 Q4	$600K	Buy	11,992 +2,002	+20%	+$100K	0.01%	583
2025 Q3	$501K	Sell	9,990 -999	-9%	-$50K	0.01%	622
2025 Q2	$551K	Buy	10,989 +2	+0%	+$100	0.01%	581
2025 Q1	$551K	Sell	10,987 -1,000	-8%	-$50.1K	0.01%	572
2024 Q4	$600K	Buy	11,987 +2	+0%	+$100	0.01%	543
2024 Q3	$602K	Buy	11,985 +2,602	+28%	+$130K	0.01%	517
2024 Q2	$470K	Buy	9,383 +1,502	+19%	+$75.1K	0.01%	545
2024 Q1	$395K	Buy	+7,881	New	+$394K	0.01%	544

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Valley Advisor Group's XBIL Position: Q2 2026 in Review

Great Valley Advisor Group increased its US Treasury 6 Month Bill ETF (XBIL) stake by 0.02% in Q2 2026, buying an estimated $100 and bringing the position to 10,995 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #694.

Great Valley Advisor Group first reported a position in XBIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $602K in Q3 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Great Valley Advisor Group held 10,995 shares of US Treasury 6 Month Bill ETF worth $550K as of Q2 2026.
Great Valley Advisor Group bought 2 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $100.
US Treasury 6 Month Bill ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #694 holding.
Great Valley Advisor Group first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and has held it in 10 quarters since.
Great Valley Advisor Group's US Treasury 6 Month Bill ETF position peaked at $602K in Q3 2024.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.