Marshall & Sterling Wealth Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Marshall & Sterling Wealth 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 Q2	$1.07M	Buy	21,432 +251	+1%	+$12.6K	0.63%	38
2026 Q1	$1.06M	Buy	21,181 +7,295	+53%	+$366K	0.69%	35
2025 Q4	$695K	Buy	13,886 +171	+1%	+$8.57K	0.46%	41
2025 Q3	$688K	Buy	13,715 +143	+1%	+$7.16K	0.44%	40
2025 Q2	$681K	Buy	13,572 +966	+8%	+$48.4K	0.46%	40
2025 Q1	$632K	Buy	+12,606	New	+$632K	0.43%	42

Other funds holding XBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's XBIL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its US Treasury 6 Month Bill ETF (XBIL) stake by 1.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 21,432 shares worth $1.07M. The position accounts for 0.63% of the portfolio, ranked #38.

Marshall & Sterling Wealth Advisors first reported a position in XBIL in Q1 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Marshall & Sterling Wealth Advisors held 21,432 shares of US Treasury 6 Month Bill ETF worth $1.07M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 251 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $12.6K.
US Treasury 6 Month Bill ETF made up 0.63% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Marshall & Sterling Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.