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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
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
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

Steward Partners Investment Advisory's XBIL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its US Treasury 6 Month Bill ETF (XBIL) stake by 13% in Q1 2026, selling an estimated $38.5K and leaving 5,226 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Steward Partners Investment Advisory first reported a position in XBIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Steward Partners Investment Advisory held 5,226 shares of US Treasury 6 Month Bill ETF worth $261K as of Q1 2026.
  • Steward Partners Investment Advisory sold 768 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $38.5K.
  • US Treasury 6 Month Bill ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1880 holding.
  • Steward Partners Investment Advisory first reported a position in US Treasury 6 Month Bill ETF in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's US Treasury 6 Month Bill ETF position peaked at $300K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.