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

Sun 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
Q1 		$546K Buy
10,905
+128
+1% +$6.41K 0.27% 86
2025
Q4 		$540K Buy
+10,777
New +$540K 0.3% 89

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 $666B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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 $2.57B AUM 37.84% 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 $49B AUM 25.55% 1-Year Est. Return

Sun Financial's XBIL Position: Q1 2026 in Review

Sun Financial increased its US Treasury 6 Month Bill ETF (XBIL) stake by 1.2% in Q1 2026, buying an estimated $6.41K and bringing the position to 10,905 shares worth $546K. The position accounts for 0.27% of the portfolio, ranked #86.

Sun Financial first reported a position in XBIL in Q4 2025 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold XBIL as of Q1 2026.

  • Sun Financial held 10,905 shares of US Treasury 6 Month Bill ETF worth $546K as of Q1 2026.
  • Sun Financial bought 128 US Treasury 6 Month Bill ETF shares in Q1 2026, an estimated $6.41K.
  • US Treasury 6 Month Bill ETF made up 0.27% of Sun Financial's portfolio in Q1 2026, its #86 holding.
  • Sun Financial first reported a position in US Treasury 6 Month Bill ETF in Q4 2025 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.