Sims Investment Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Sims Investment Management’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	$30K	Buy	+600	New	+$30.1K	0.01%	74

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

Sims Investment Management's XBIL Position: Q2 2026 in Review

Sims Investment Management opened a new position in US Treasury 6 Month Bill ETF (XBIL) in Q2 2026: 600 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings.

95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Sims Investment Management held 600 shares of US Treasury 6 Month Bill ETF worth $30K as of Q2 2026.
US Treasury 6 Month Bill ETF was a new Sims Investment Management position in Q2 2026.
US Treasury 6 Month Bill ETF made up 0.01% of Sims Investment Management's portfolio in Q2 2026, its #74 holding.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.