JWM
XBIL icon

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

Jessup 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 		– Sell
-120
Closed -$6.01K – 365
2025
Q4 		$6.01K Buy
+120
New +$6.02K ﹤0.01% 282

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jessup Wealth Management's XBIL Position: Q1 2026 in Review

Jessup Wealth Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2026, closing a stake of 120 shares — an estimated $6.01K sold.

Jessup Wealth Management first reported a position in XBIL in Q4 2025 and held it in 1 quarter. The position peaked at $6.01K in Q4 2025. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Jessup Wealth Management reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 120 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $6.01K.
  • Jessup Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's US Treasury 6 Month Bill ETF position peaked at $6.01K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.