Spinnaker Investment Group’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Spinnaker Investment Group’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	$4.34M	Buy	86,853 +18,463	+27%	+$925K	0.7%	20
2026 Q1	$3.42M	Sell	68,390 -29,163	-30%	-$1.46M	0.7%	17
2025 Q4	$4.88M	Buy	97,553 +14,165	+17%	+$710K	0.89%	15
2025 Q3	$4.19M	Buy	83,388 +20,716	+33%	+$1.04M	0.79%	15
2025 Q2	$3.14M	Sell	62,672 -7,621	-11%	-$382K	0.74%	15
2025 Q1	$3.53M	Buy	70,293 +15,893	+29%	+$796K	0.8%	15
2024 Q4	$2.72M	Buy	54,400 +4,443	+9%	+$223K	0.66%	16
2024 Q3	$2.51M	Buy	49,957 +20,693	+71%	+$1.04M	0.61%	16
2024 Q2	$1.47M	Buy	29,264 +9,708	+50%	+$485K	0.4%	23
2024 Q1	$980K	Buy	19,556 +10,685	+120%	+$535K	0.28%	30
2023 Q4	$443K	Buy	8,871 +329	+4%	+$16.5K	0.13%	58
2023 Q3	$428K	Buy	8,542 +582	+7%	+$29.1K	0.14%	57
2023 Q2	$399K	Buy	+7,960	New	+$399K	0.13%	58

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spinnaker Investment Group's XBIL Position: Q2 2026 in Review

Spinnaker Investment Group increased its US Treasury 6 Month Bill ETF (XBIL) stake by 27% in Q2 2026, buying an estimated $925K and bringing the position to 86,853 shares worth $4.34M. The position accounts for 0.7% of the portfolio, ranked #20.

Spinnaker Investment Group first reported a position in XBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.88M in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Spinnaker Investment Group held 86,853 shares of US Treasury 6 Month Bill ETF worth $4.34M as of Q2 2026.
Spinnaker Investment Group bought 18,463 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $925K.
US Treasury 6 Month Bill ETF made up 0.7% of Spinnaker Investment Group's portfolio in Q2 2026, its #20 holding.
Spinnaker Investment Group first reported a position in US Treasury 6 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
Spinnaker Investment Group's US Treasury 6 Month Bill ETF position peaked at $4.88M in Q4 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.