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Transcendent Capital Group’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Transcendent Capital Group’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 		– Sell
-112,845
Closed -$5.65M – 138
2026
Q1 		$5.65M Buy
+112,845
New +$5.65M 2.57% 11

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

Transcendent Capital Group's XBIL Position: Q2 2026 in Review

Transcendent Capital Group sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2026, closing a stake of 112,845 shares — an estimated $5.65M sold.

Transcendent Capital Group first reported a position in XBIL in Q1 2026 and held it in 1 quarter. The position peaked at $5.65M in Q1 2026. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Transcendent Capital Group reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Transcendent Capital Group sold 112,845 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $5.65M.
  • Transcendent Capital Group first reported a position in US Treasury 6 Month Bill ETF in Q1 2026 and held it in 1 quarter.
  • Transcendent Capital Group's US Treasury 6 Month Bill ETF position peaked at $5.65M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Transcendent Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.