Semmax Financial Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Semmax Financial 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
2025 Q2	$1.45M	Sell	28,874 -4,490	-13%	-$225K	0.37%	76
2025 Q1	$1.67M	Buy	33,364 +1,497	+5%	+$75K	0.45%	79
2024 Q4	$1.6M	Sell	31,867 -57	-0.2%	-$2.85K	0.43%	74
2024 Q3	$1.6M	Buy	31,924 +12,707	+66%	+$636K	0.44%	76
2024 Q2	$962K	Sell	19,217 -1,066	-5%	-$53.3K	0.29%	89
2024 Q1	$1.01M	Buy	20,283 +7,905	+64%	+$396K	0.33%	75
2023 Q4	$619K	Buy	12,378 +1,858	+18%	+$93K	0.23%	86
2023 Q3	$526K	Buy	+10,520	New	+$527K	0.21%	79

Other funds holding XBIL

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

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

GLA

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

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

IWM

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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Semmax Financial Advisors's XBIL Position: Q2 2025 in Review

Semmax Financial Advisors reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 13% in Q2 2025, selling an estimated $225K and leaving 28,874 shares worth $1.45M. The position accounts for 0.37% of the portfolio, ranked #76.

Semmax Financial Advisors first reported a position in XBIL in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.67M in Q1 2025. 88 funds tracked by Wall St. Rank hold XBIL as of Q2 2025.

Semmax Financial Advisors held 28,874 shares of US Treasury 6 Month Bill ETF worth $1.45M as of Q2 2025.
Semmax Financial Advisors sold 4,490 US Treasury 6 Month Bill ETF shares in Q2 2025, an estimated $225K.
US Treasury 6 Month Bill ETF made up 0.37% of Semmax Financial Advisors's portfolio in Q2 2025, its #76 holding.
Semmax Financial Advisors first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 8 quarters since.
Semmax Financial Advisors's US Treasury 6 Month Bill ETF position peaked at $1.67M in Q1 2025.
88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.