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Lynch Investment Planning’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Lynch Investment Planning’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 		$254K Buy
5,073
+6
+0.1% +$301 0.19% 49
2026
Q1 		$254K Sell
5,067
-1,865
-27% -$93.5K 0.23% 48
2025
Q4 		$347K Buy
+6,932
New +$348K 0.33% 38

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
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

Lynch Investment Planning's XBIL Position: Q2 2026 in Review

Lynch Investment Planning increased its US Treasury 6 Month Bill ETF (XBIL) stake by 0.12% in Q2 2026, buying an estimated $301 and bringing the position to 5,073 shares worth $254K. The position accounts for 0.19% of the portfolio, ranked #49.

Lynch Investment Planning first reported a position in XBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Lynch Investment Planning held 5,073 shares of US Treasury 6 Month Bill ETF worth $254K as of Q2 2026.
  • Lynch Investment Planning bought 6 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $301.
  • US Treasury 6 Month Bill ETF made up 0.19% of Lynch Investment Planning's portfolio in Q2 2026, its #49 holding.
  • Lynch Investment Planning first reported a position in US Treasury 6 Month Bill ETF in Q4 2025 and has held it in 3 quarters since.
  • Lynch Investment Planning's US Treasury 6 Month Bill ETF position peaked at $347K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Lynch Investment Planning's 13F filing for Q2 2026, filed 17 Jul 2026.