Stifel Financial’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Stifel Financial’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	$20.5M	Buy	410,810 +78,862	+24%	+$3.95M	0.02%	672
2026 Q1	$16.6M	Sell	331,948 -55,734	-14%	-$2.79M	0.02%	713
2025 Q4	$19.4M	Sell	387,682 -434,692	-53%	-$21.8M	0.02%	644
2025 Q3	$41.3M	Buy	822,374 +256,631	+45%	+$12.9M	0.04%	409
2025 Q2	$28.4M	Buy	565,743 +136,798	+32%	+$6.85M	0.03%	483
2025 Q1	$21.5M	Buy	428,945 +108,730	+34%	+$5.45M	0.02%	535
2024 Q4	$16M	Sell	320,215 -303,999	-49%	-$15.2M	0.02%	662
2024 Q3	$31.3M	Buy	624,214 +180,018	+41%	+$9.01M	0.03%	426
2024 Q2	$22.2M	Buy	444,196 +38,380	+9%	+$1.92M	0.03%	507
2024 Q1	$20.3M	Sell	405,816 -303,048	-43%	-$15.2M	0.02%	543
2023 Q4	$35.4M	Buy	708,864 +78,526	+12%	+$3.93M	0.04%	356
2023 Q3	$31.6M	Buy	+630,338	New	+$31.5M	0.04%	344

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

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

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 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

Stifel Financial's XBIL Position: Q2 2026 in Review

Stifel Financial increased its US Treasury 6 Month Bill ETF (XBIL) stake by 24% in Q2 2026, buying an estimated $3.95M and bringing the position to 410,810 shares worth $20.5M. The position accounts for 0.02% of the portfolio, ranked #672.

Stifel Financial first reported a position in XBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.3M in Q3 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Stifel Financial held 410,810 shares of US Treasury 6 Month Bill ETF worth $20.5M as of Q2 2026.
Stifel Financial bought 78,862 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $3.95M.
US Treasury 6 Month Bill ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #672 holding.
Stifel Financial first reported a position in US Treasury 6 Month Bill ETF in Q3 2023 and has held it in 12 quarters since.
Stifel Financial's US Treasury 6 Month Bill ETF position peaked at $41.3M in Q3 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.