Sax Wealth Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Sax Wealth Advisors’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	$371K	Sell	7,417 -2,276	-23%	-$114K	0.01%	524
2026 Q2	$485K	Sell	9,693 -2,938	-23%	-$147K	0.02%	346
2026 Q1	$632K	Hold	12,631	–	–	0.03%	251
2025 Q4	$632K	Sell	12,631 -4,438	-26%	-$222K	0.03%	256
2025 Q3	$857K	Sell	17,069 -2,268	-12%	-$114K	0.05%	200
2025 Q2	$970K	Buy	19,337 +1,668	+9%	+$83.5K	0.06%	178
2025 Q1	$886K	Buy	+17,669	New	+$885K	0.06%	157

Other funds holding XBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Sax Wealth Advisors's XBIL Position: Q3 2026 in Review

Sax Wealth Advisors reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 23% in Q3 2026, selling an estimated $114K and leaving 7,417 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #524.

Sax Wealth Advisors first reported a position in XBIL in Q1 2025 and has held it in 7 quarters since. The position peaked at $970K in Q2 2025. 6 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

Sax Wealth Advisors held 7,417 shares of US Treasury 6 Month Bill ETF worth $371K as of Q3 2026.
Sax Wealth Advisors sold 2,276 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $114K.
US Treasury 6 Month Bill ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #524 holding.
Sax Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 7 quarters since.
Sax Wealth Advisors's US Treasury 6 Month Bill ETF position peaked at $970K in Q2 2025.
6 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.