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 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 $59.8B AUM 29.42% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

LIP

Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Sax Wealth Advisors's XBIL Position: Q2 2026 in Review

Sax Wealth Advisors reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 23% in Q2 2026, selling an estimated $147K and leaving 9,693 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #346.

Sax Wealth Advisors first reported a position in XBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $970K in Q2 2025. 14 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Sax Wealth Advisors held 9,693 shares of US Treasury 6 Month Bill ETF worth $485K as of Q2 2026.
Sax Wealth Advisors sold 2,938 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $147K.
US Treasury 6 Month Bill ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #346 holding.
Sax Wealth Advisors first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's US Treasury 6 Month Bill ETF position peaked at $970K in Q2 2025.
14 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.