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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
Q2 		$2.15M Sell
42,952
-6,041
-12% -$303K 0.88% 14
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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
MML Investors Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sterling Group Wealth Management's XBIL Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 12% in Q2 2026, selling an estimated $303K and leaving 42,952 shares worth $2.15M. The position accounts for 0.88% of the portfolio, ranked #14.

Sterling Group Wealth Management first reported a position in XBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q1 2026. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Sterling Group Wealth Management held 42,952 shares of US Treasury 6 Month Bill ETF worth $2.15M as of Q2 2026.
  • Sterling Group Wealth Management sold 6,041 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $303K.
  • US Treasury 6 Month Bill ETF made up 0.88% of Sterling Group Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Sterling Group Wealth Management first reported a position in US Treasury 6 Month Bill ETF in Q2 2025 and has held it in 5 quarters since.
  • Sterling Group Wealth Management's US Treasury 6 Month Bill ETF position peaked at $2.45M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.