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

IFP 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	$395K	Sell	7,910 -13,233	-63%	-$663K	0.01%	1181
2026 Q2	$1.06M	Sell	21,143 -1,530	-7%	-$76.6K	0.02%	712
2026 Q1	$1.13M	Buy	22,673 +2,796	+14%	+$140K	0.02%	636
2025 Q4	$995K	Sell	19,877 -147	-0.7%	-$7.37K	0.02%	671
2025 Q3	$1.01M	Sell	20,024 -9,858	-33%	-$494K	0.03%	597
2025 Q2	$1.5M	Buy	29,882 +8,215	+38%	+$411K	0.04%	434
2025 Q1	$1.09M	Buy	21,667 +7,544	+53%	+$378K	0.03%	533
2024 Q4	$707K	Sell	14,123 -9,008	-39%	-$451K	0.02%	617
2024 Q3	$1.16M	Buy	23,131 +2,141	+10%	+$107K	0.04%	442
2024 Q2	$1.05M	Buy	+20,990	New	+$1.05M	0.04%	431

Other funds holding XBIL

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

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

IFP Advisors's XBIL Position: Q3 2026 in Review

IFP Advisors reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 63% in Q3 2026, selling an estimated $663K and leaving 7,910 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1181.

IFP Advisors first reported a position in XBIL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q2 2025. 28 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

IFP Advisors held 7,910 shares of US Treasury 6 Month Bill ETF worth $395K as of Q3 2026.
IFP Advisors sold 13,233 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $663K.
US Treasury 6 Month Bill ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1181 holding.
IFP Advisors first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's US Treasury 6 Month Bill ETF position peaked at $1.5M in Q2 2025.
28 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.