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Money Concepts Capital’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Money Concepts Capital’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 		$1.21M Buy
24,242
+7,502
+45% +$376K 0.06% 284
2026
Q1 		$838K Buy
16,740
+100
+0.6% +$5.01K 0.05% 308
2025
Q4 		$833K Hold
16,640
– – 0.05% 282
2025
Q3 		$835K Buy
16,640
+1,000
+6% +$50.1K 0.05% 266
2025
Q2 		$784K Hold
15,640
– – 0.05% 266
2025
Q1 		$785K Buy
15,640
+1,112
+8% +$55.7K 0.06% 253
2024
Q4 		$727K Buy
14,528
+6,525
+82% +$327K 0.05% 251
2024
Q3 		$402K Buy
8,003
+2,380
+42% +$119K 0.03% 315
2024
Q2 		$282K Buy
+5,623
New +$281K 0.02% 336

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
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 $67.3B AUM 21.9% 1-Year Est. Return

Money Concepts Capital's XBIL Position: Q2 2026 in Review

Money Concepts Capital increased its US Treasury 6 Month Bill ETF (XBIL) stake by 45% in Q2 2026, buying an estimated $376K and bringing the position to 24,242 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #284.

Money Concepts Capital first reported a position in XBIL in Q2 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Money Concepts Capital held 24,242 shares of US Treasury 6 Month Bill ETF worth $1.21M as of Q2 2026.
  • Money Concepts Capital bought 7,502 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $376K.
  • US Treasury 6 Month Bill ETF made up 0.06% of Money Concepts Capital's portfolio in Q2 2026, its #284 holding.
  • Money Concepts Capital first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.