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
Q2 		$114M Sell
2,275,618
-87,623
-4% -$4.39M 0.03% 598
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 $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
MC
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IWM
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 $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial's XBIL Position: Q2 2026 in Review

LPL Financial reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 3.7% in Q2 2026, selling an estimated $4.39M and leaving 2,275,618 shares worth $114M. The position accounts for 0.03% of the portfolio, ranked #598.

LPL Financial first reported a position in XBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $118M in Q1 2026. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • LPL Financial held 2,275,618 shares of US Treasury 6 Month Bill ETF worth $114M as of Q2 2026.
  • LPL Financial sold 87,623 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $4.39M.
  • US Treasury 6 Month Bill ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #598 holding.
  • LPL Financial first reported a position in US Treasury 6 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's US Treasury 6 Month Bill ETF position peaked at $118M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.