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Independent Advisor Alliance’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Independent Advisor Alliance’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 		– Sell
-37,650
Closed -$1.88M – 1635
2026
Q1 		$1.88M Buy
+37,650
New +$1.89M 0.02% 572
2025
Q1 		– Sell
-9,339
Closed -$467K – 1375
2024
Q4 		$467K Buy
+9,339
New +$468K 0.01% 982

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MML Investors Services
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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Advisor Alliance's XBIL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2026, closing a stake of 37,650 shares — an estimated $1.88M sold.

Independent Advisor Alliance first reported a position in XBIL in Q4 2024 and held it in 2 quarters. The position peaked at $1.88M in Q1 2026. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 37,650 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $1.88M.
  • Independent Advisor Alliance first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's US Treasury 6 Month Bill ETF position peaked at $1.88M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.