KA
XBIL icon

Kovack Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Kovack Advisors’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
-4,723
Closed -$236K – 1112
2025
Q4 		$236K Buy
+4,723
New +$237K 0.01% 873

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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kovack Advisors's XBIL Position: Q1 2026 in Review

Kovack Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2026, closing a stake of 4,723 shares — an estimated $236K sold.

Kovack Advisors first reported a position in XBIL in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 99 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Kovack Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Kovack Advisors sold 4,723 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $236K.
  • Kovack Advisors first reported a position in US Treasury 6 Month Bill ETF in Q4 2025 and held it in 1 quarter.
  • Kovack Advisors's US Treasury 6 Month Bill ETF position peaked at $236K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.