LifeSteps Financial’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

LifeSteps Financial’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	$5K	Buy	+100	New	+$5.01K	﹤0.01%	535

Other funds holding XBIL

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LifeSteps Financial's XBIL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in US Treasury 6 Month Bill ETF (XBIL) in Q2 2026: 100 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

40 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

LifeSteps Financial held 100 shares of US Treasury 6 Month Bill ETF worth $5K as of Q2 2026.
US Treasury 6 Month Bill ETF was a new LifeSteps Financial position in Q2 2026.
US Treasury 6 Month Bill ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #535 holding.
40 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.