IHT Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

IHT Wealth Management’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	$11.7M	Buy	233,333 +9,856	+4%	+$494K	0.25%	81
2026 Q1	$11.2M	Sell	223,477 -8,816	-4%	-$442K	0.26%	85
2025 Q4	$11.6M	Sell	232,293 -4,706	-2%	-$236K	0.28%	77
2025 Q3	$11.9M	Sell	236,999 -29,427	-11%	-$1.47M	0.3%	75
2025 Q2	$13.4M	Buy	266,426 +44,918	+20%	+$2.25M	0.37%	63
2025 Q1	$11.1M	Buy	221,508 +23,979	+12%	+$1.2M	0.35%	66
2024 Q4	$9.88M	Sell	197,529 -2,446	-1%	-$123K	0.32%	65
2024 Q3	$10M	Buy	199,975 +132,160	+195%	+$6.62M	0.28%	67
2024 Q2	$3.4M	Buy	67,815 +38,250	+129%	+$1.91M	0.13%	161
2024 Q1	$1.48M	Buy	29,565 +11,229	+61%	+$562K	0.06%	328
2023 Q4	$916K	Buy	+18,336	New	+$918K	0.04%	412

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

IHT Wealth Management's XBIL Position: Q2 2026 in Review

IHT Wealth Management increased its US Treasury 6 Month Bill ETF (XBIL) stake by 4.4% in Q2 2026, buying an estimated $494K and bringing the position to 233,333 shares worth $11.7M. The position accounts for 0.25% of the portfolio, ranked #81.

IHT Wealth Management first reported a position in XBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q2 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

IHT Wealth Management held 233,333 shares of US Treasury 6 Month Bill ETF worth $11.7M as of Q2 2026.
IHT Wealth Management bought 9,856 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $494K.
US Treasury 6 Month Bill ETF made up 0.25% of IHT Wealth Management's portfolio in Q2 2026, its #81 holding.
IHT Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and has held it in 11 quarters since.
IHT Wealth Management's US Treasury 6 Month Bill ETF position peaked at $13.4M in Q2 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.