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Sterling Group Wealth Management’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Sterling Group Wealth 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
Q1 		$2.45M Buy
48,993
+13,972
+40% +$700K 1.16% 13
2025
Q4 		$1.75M Sell
35,021
-4,682
-12% -$235K 0.85% 15
2025
Q3 		$1.99M Buy
39,703
+35,042
+752% +$1.76M 0.99% 14
2025
Q2 		$234K Buy
+4,661
New +$233K 0.13% 48

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sterling Group Wealth Management's XBIL Position: Q1 2026 in Review

Sterling Group Wealth Management increased its US Treasury 6 Month Bill ETF (XBIL) stake by 40% in Q1 2026, buying an estimated $700K and bringing the position to 48,993 shares worth $2.45M. The position accounts for 1.16% of the portfolio, ranked #13.

Sterling Group Wealth Management first reported a position in XBIL in Q2 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Sterling Group Wealth Management held 48,993 shares of US Treasury 6 Month Bill ETF worth $2.45M as of Q1 2026.
  • Sterling Group Wealth Management bought 13,972 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $700K.
  • US Treasury 6 Month Bill ETF made up 1.16% of Sterling Group Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Sterling Group Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.