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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
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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Money Concepts Capital's XBIL Position: Q1 2026 in Review

Money Concepts Capital increased its US Treasury 6 Month Bill ETF (XBIL) stake by 0.6% in Q1 2026, buying an estimated $5.01K and bringing the position to 16,740 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #308.

Money Concepts Capital first reported a position in XBIL in Q2 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Money Concepts Capital held 16,740 shares of US Treasury 6 Month Bill ETF worth $838K as of Q1 2026.
  • Money Concepts Capital bought 100 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $5.01K.
  • US Treasury 6 Month Bill ETF made up 0.05% of Money Concepts Capital's portfolio in Q1 2026, its #308 holding.
  • Money Concepts Capital first reported a position in US Treasury 6 Month Bill ETF in Q2 2024 and has held it in 8 quarters since.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.