SIM
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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
Q3 		– Sell
-600
Closed -$30K – 175
2026
Q2 		$30K Buy
+600
New +$30.1K 0.01% 74

Other funds holding XBIL

Wealth Enhancement Advisory Services
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
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DK
David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Sims Investment Management's XBIL Position: Q3 2026 in Review

Sims Investment Management sold out of US Treasury 6 Month Bill ETF (XBIL) in Q3 2026, closing a stake of 600 shares — an estimated $30K sold.

Sims Investment Management first reported a position in XBIL in Q2 2026 and held it in 1 quarter. The position peaked at $30K in Q2 2026. 6 funds tracked by Wall St. Rank hold XBIL as of Q3 2026.

  • Sims Investment Management reported no remaining US Treasury 6 Month Bill ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 600 US Treasury 6 Month Bill ETF shares in Q3 2026, an estimated $30K.
  • Sims Investment Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's US Treasury 6 Month Bill ETF position peaked at $30K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.