Milestone Asset Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Milestone Asset Management’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	$607K	Sell	12,132 -2,764	-19%	-$138K	0.1%	173
2026 Q1	$745K	Sell	14,896 -1,633	-10%	-$81.8K	0.14%	137
2025 Q4	$828K	Buy	16,529 +631	+4%	+$31.6K	0.16%	120
2025 Q3	$798K	Sell	15,898 -184,316	-92%	-$9.23M	0.15%	114
2025 Q2	$10M	Buy	200,214 +184,346	+1,162%	+$9.23M	2.12%	7
2025 Q1	$796K	Sell	15,868 -286,180	-95%	-$14.3M	0.17%	104
2024 Q4	$15.1M	Sell	302,048 -293,651	-49%	-$14.7M	3.33%	3
2024 Q3	$29.9M	Buy	595,699 +35,359	+6%	+$1.77M	6.71%	3
2024 Q2	$28.1M	Buy	560,340 +456,539	+440%	+$22.8M	7.02%	3
2024 Q1	$5.2M	Sell	103,801 -175,741	-63%	-$8.79M	1.49%	17
2023 Q4	$14M	Buy	+279,542	New	+$14M	4.6%	6

Other funds holding XBIL

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

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Milestone Asset Management's XBIL Position: Q2 2026 in Review

Milestone Asset Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 19% in Q2 2026, selling an estimated $138K and leaving 12,132 shares worth $607K. The position accounts for 0.1% of the portfolio, ranked #173.

Milestone Asset Management first reported a position in XBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.9M in Q3 2024. 20 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Milestone Asset Management held 12,132 shares of US Treasury 6 Month Bill ETF worth $607K as of Q2 2026.
Milestone Asset Management sold 2,764 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $138K.
US Treasury 6 Month Bill ETF made up 0.1% of Milestone Asset Management's portfolio in Q2 2026, its #173 holding.
Milestone Asset Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Asset Management's US Treasury 6 Month Bill ETF position peaked at $29.9M in Q3 2024.
20 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.