Steward Partners Investment Advisory’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Steward Partners Investment Advisory’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	$231K	Sell	4,610 -616	-12%	-$30.9K	﹤0.01%	2162
2026 Q1	$261K	Sell	5,226 -768	-13%	-$38.5K	﹤0.01%	1880
2025 Q4	$300K	Buy	5,994 +74	+1%	+$3.71K	﹤0.01%	1712
2025 Q3	$297K	Buy	5,920 +61	+1%	+$3.06K	﹤0.01%	1658
2025 Q2	$294K	Buy	5,859 +60	+1%	+$3K	﹤0.01%	1564
2025 Q1	$291K	Buy	+5,799	New	+$291K	﹤0.01%	1461

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

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 $67.3B AUM 21.9% 1-Year Est. Return

Steward Partners Investment Advisory's XBIL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 12% in Q2 2026, selling an estimated $30.9K and leaving 4,610 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Steward Partners Investment Advisory first reported a position in XBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q4 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Steward Partners Investment Advisory held 4,610 shares of US Treasury 6 Month Bill ETF worth $231K as of Q2 2026.
Steward Partners Investment Advisory sold 616 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $30.9K.
US Treasury 6 Month Bill ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2162 holding.
Steward Partners Investment Advisory first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
Steward Partners Investment Advisory's US Treasury 6 Month Bill ETF position peaked at $300K in Q4 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.