IWA
XBIL icon

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

IBEX 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
Q1 		$505K Buy
+10,084
New +$505K 0.05% 152
2025
Q4 		– Sell
-10,344
Closed -$519K – 207
2025
Q3 		$519K Sell
10,344
-42
-0.4% -$2.1K 0.05% 155
2025
Q2 		$521K Sell
10,386
-223
-2% -$11.2K 0.06% 148
2025
Q1 		$532K Sell
10,609
-397
-4% -$19.9K 0.07% 111
2024
Q4 		$551K Buy
+11,006
New +$551K 0.06% 144

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IBEX Wealth Advisors's XBIL Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in US Treasury 6 Month Bill ETF (XBIL) in Q1 2026: 10,084 shares worth $505K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in XBIL as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in XBIL in Q4 2024 and has held it in 5 quarters since. The position peaked at $551K in Q4 2024. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • IBEX Wealth Advisors held 10,084 shares of US Treasury 6 Month Bill ETF worth $505K as of Q1 2026.
  • US Treasury 6 Month Bill ETF was a new IBEX Wealth Advisors position in Q1 2026.
  • US Treasury 6 Month Bill ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • IBEX Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 5 quarters since.
  • IBEX Wealth Advisors's US Treasury 6 Month Bill ETF position peaked at $551K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.