Integrated Wealth Concepts
XBIL icon

Integrated Wealth Concepts’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Integrated Wealth Concepts’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 		$5.88M Sell
117,560
-4,440
-4% -$222K 0.04% 422
2026
Q1 		$6.1M Sell
122,000
-11,576
-9% -$580K 0.05% 360
2025
Q4 		$6.69M Buy
133,576
+9,003
+7% +$451K 0.08% 232
2025
Q3 		$6.25M Buy
124,573
+9,831
+9% +$492K 0.06% 320
2025
Q2 		$5.75M Buy
114,742
+9,437
+9% +$473K 0.06% 307
2025
Q1 		$5.28M Buy
105,305
+22,007
+26% +$1.1M 0.06% 301
2024
Q4 		$4.17M Buy
83,298
+66,130
+385% +$3.31M 0.05% 333
2024
Q3 		$862K Buy
17,168
+8,913
+108% +$446K 0.01% 866
2024
Q2 		$413K Buy
+8,255
New +$413K 0.01% 1139

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
Moors & Cabot
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
IHT Wealth Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrated Wealth Concepts's XBIL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 3.6% in Q2 2026, selling an estimated $222K and leaving 117,560 shares worth $5.88M. The position accounts for 0.04% of the portfolio, ranked #422.

Integrated Wealth Concepts first reported a position in XBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.69M in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Integrated Wealth Concepts held 117,560 shares of US Treasury 6 Month Bill ETF worth $5.88M as of Q2 2026.
  • Integrated Wealth Concepts sold 4,440 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $222K.
  • US Treasury 6 Month Bill ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #422 holding.
  • Integrated Wealth Concepts first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
  • Integrated Wealth Concepts's US Treasury 6 Month Bill ETF position peaked at $6.69M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.