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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
Q3 		$555K Sell
11,102
-1,030
-8% -$51.6K 0.09% 170
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Milestone Asset Management's XBIL Position: Q3 2026 in Review

Milestone Asset Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 8.5% in Q3 2026, selling an estimated $51.6K and leaving 11,102 shares worth $555K. The position accounts for 0.09% of the portfolio, ranked #170.

Milestone Asset Management first reported a position in XBIL in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.9M in Q3 2024. 17 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

  • Milestone Asset Management held 11,102 shares of US Treasury 6 Month Bill ETF worth $555K as of Q3 2026.
  • Milestone Asset Management sold 1,030 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $51.6K.
  • US Treasury 6 Month Bill ETF made up 0.09% of Milestone Asset Management's portfolio in Q3 2026, its #170 holding.
  • Milestone Asset Management first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and has held it in 12 quarters since.
  • Milestone Asset Management's US Treasury 6 Month Bill ETF position peaked at $29.9M in Q3 2024.
  • 17 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.