Heck Capital Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Heck Capital Advisors’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	-10,030	Closed	-$503K	–	200
2025 Q2	$503K	Buy	10,030 +2,279	+29%	+$114K	0.04%	133
2025 Q1	$389K	Sell	7,751 -549	-7%	-$27.5K	0.04%	129
2024 Q4	$415K	Buy	8,300 +855	+11%	+$42.8K	0.02%	204
2024 Q3	$374K	Sell	7,445 -3,706	-33%	-$186K	0.04%	117
2024 Q2	$558K	Buy	11,151 +3,977	+55%	+$199K	0.07%	100
2024 Q1	$359K	Buy	+7,174	New	+$359K	0.05%	107

Other funds holding XBIL

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Heck Capital Advisors's XBIL Position: Q3 2025 in Review

Heck Capital Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q3 2025, closing a stake of 10,030 shares — an estimated $503K sold.

Heck Capital Advisors first reported a position in XBIL in Q1 2024 and held it in 6 quarters. The position peaked at $558K in Q2 2024. 88 funds tracked by Wall St. Rank hold XBIL as of Q3 2025.

Heck Capital Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q3 2025 after selling out during the quarter.
Heck Capital Advisors sold 10,030 US Treasury 6 Month Bill ETF shares in Q3 2025, an estimated $503K.
Heck Capital Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and held it in 6 quarters.
Heck Capital Advisors's US Treasury 6 Month Bill ETF position peaked at $558K in Q2 2024.
88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2025.

Based on Heck Capital Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.