ORG Wealth Partners’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

ORG Wealth Partners’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
2025 Q2	–	Sell	-454	Closed	-$22.7K	–	690
2025 Q1	$22.7K	Buy	+454	New	+$22.8K	0.01%	434

Other funds holding XBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

ORG Wealth Partners's XBIL Position: Q2 2025 in Review

ORG Wealth Partners sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2025, closing a stake of 454 shares — an estimated $22.7K sold.

ORG Wealth Partners first reported a position in XBIL in Q1 2025 and held it in 1 quarter. The position peaked at $22.7K in Q1 2025. 88 funds tracked by Wall St. Rank hold XBIL as of Q2 2025.

ORG Wealth Partners reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2025 after selling out during the quarter.
ORG Wealth Partners sold 454 US Treasury 6 Month Bill ETF shares in Q2 2025, an estimated $22.7K.
ORG Wealth Partners first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and held it in 1 quarter.
ORG Wealth Partners's US Treasury 6 Month Bill ETF position peaked at $22.7K in Q1 2025.
88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2025.

Based on ORG Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.