LPL Financial
XBIL icon

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

LPL 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
Q1 		$118M Buy
2,363,241
+92,745
+4% +$4.65M 0.03% 516
2025
Q4 		$114M Sell
2,270,496
-16,272
-0.7% -$816K 0.03% 499
2025
Q3 		$115M Buy
2,286,768
+78,941
+4% +$3.95M 0.03% 473
2025
Q2 		$111M Buy
2,207,827
+333,074
+18% +$16.7M 0.04% 442
2025
Q1 		$94.1M Buy
1,874,753
+365,346
+24% +$18.3M 0.04% 443
2024
Q4 		$75.5M Buy
1,509,407
+385,426
+34% +$19.3M 0.03% 484
2024
Q3 		$56.4M Buy
1,123,981
+179,119
+19% +$8.97M 0.03% 569
2024
Q2 		$47.3M Buy
944,862
+38,167
+4% +$1.91M 0.02% 583
2024
Q1 		$45.4M Sell
906,695
-55,820
-6% -$2.79M 0.02% 575
2023
Q4 		$48.1M Buy
962,515
+594,136
+161% +$29.7M 0.03% 513
2023
Q3 		$18.5M Buy
368,379
+346,433
+1,579% +$17.3M 0.01% 838
2023
Q2 		$1.1M Buy
+21,946
New +$1.1M ﹤0.01% 2763

Other funds holding XBIL

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial's XBIL Position: Q1 2026 in Review

LPL Financial increased its US Treasury 6 Month Bill ETF (XBIL) stake by 4.1% in Q1 2026, buying an estimated $4.65M and bringing the position to 2,363,241 shares worth $118M. The position accounts for 0.03% of the portfolio, ranked #516.

LPL Financial first reported a position in XBIL in Q2 2023 and has held it in 12 quarters since. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • LPL Financial held 2,363,241 shares of US Treasury 6 Month Bill ETF worth $118M as of Q1 2026.
  • LPL Financial bought 92,745 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $4.65M.
  • US Treasury 6 Month Bill ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #516 holding.
  • LPL Financial first reported a position in US Treasury 6 Month Bill ETF in Q2 2023 and has held it in 12 quarters since.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.