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 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 $377B AUM 19.32% 1-Year Est. Return

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IWM

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

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

Great Valley Advisor Group's XBIL Position: Q1 2026 in Review

Great Valley Advisor Group reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 8.3% in Q1 2026, selling an estimated $50.1K and leaving 10,993 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #658.

Great Valley Advisor Group first reported a position in XBIL in Q1 2024 and has held it in 9 quarters since. The position peaked at $602K in Q3 2024. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

Great Valley Advisor Group held 10,993 shares of US Treasury 6 Month Bill ETF worth $550K as of Q1 2026.
Great Valley Advisor Group sold 999 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $50.1K.
US Treasury 6 Month Bill ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #658 holding.
Great Valley Advisor Group first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's US Treasury 6 Month Bill ETF position peaked at $602K in Q3 2024.
98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.