HighRoad Wealth Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

HighRoad Wealth 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
2026 Q3	$889K	Buy	+17,787	New	+$891K	0.74%	19

Other funds holding XBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

HighRoad Wealth Advisors's XBIL Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 6 Month Bill ETF (XBIL) in Q3 2026: 17,787 shares worth $889K. The stake represents 0.74% of the portfolio and ranks #19 among its holdings.

59 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

HighRoad Wealth Advisors held 17,787 shares of US Treasury 6 Month Bill ETF worth $889K as of Q3 2026.
US Treasury 6 Month Bill ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 6 Month Bill ETF made up 0.74% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #19 holding.
59 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.