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 Q2	$497K	Sell	9,934 -150	-1%	-$7.51K	0.04%	157
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 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 $59.8B AUM 29.42% 1-Year Est. Return

IBEX Wealth Advisors's XBIL Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 1.5% in Q2 2026, selling an estimated $7.51K and leaving 9,934 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #157.

IBEX Wealth Advisors first reported a position in XBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $551K in Q4 2024. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

IBEX Wealth Advisors held 9,934 shares of US Treasury 6 Month Bill ETF worth $497K as of Q2 2026.
IBEX Wealth Advisors sold 150 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $7.51K.
US Treasury 6 Month Bill ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #157 holding.
IBEX Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 6 quarters since.
IBEX Wealth Advisors's US Treasury 6 Month Bill ETF position peaked at $551K in Q4 2024.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.