Retirement Capital Strategies’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Retirement Capital Strategies’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	$1.08M	Sell	21,568 -40,241	-65%	-$2.02M	0.37%	42
2026 Q1	$3.09M	Sell	61,809 -4,645	-7%	-$233K	1.17%	21
2025 Q4	$3.33M	Sell	66,454 -15,825	-19%	-$793K	1.23%	23
2025 Q3	$4.13M	Sell	82,279 -993	-1%	-$49.7K	1.58%	19
2025 Q2	$4.18M	Buy	83,272 +63,292	+317%	+$3.17M	1.65%	17
2025 Q1	$1M	Hold	19,980	–	–	0.39%	44
2024 Q4	$1,000K	Buy	+19,980	New	+$1M	0.38%	41

Other funds holding XBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Capital Strategies's XBIL Position: Q2 2026 in Review

Retirement Capital Strategies reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 65% in Q2 2026, selling an estimated $2.02M and leaving 21,568 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #42.

Retirement Capital Strategies first reported a position in XBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.18M in Q2 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Retirement Capital Strategies held 21,568 shares of US Treasury 6 Month Bill ETF worth $1.08M as of Q2 2026.
Retirement Capital Strategies sold 40,241 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $2.02M.
US Treasury 6 Month Bill ETF made up 0.37% of Retirement Capital Strategies's portfolio in Q2 2026, its #42 holding.
Retirement Capital Strategies first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Capital Strategies's US Treasury 6 Month Bill ETF position peaked at $4.18M in Q2 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.