IWM
XBIL icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return