Unique Wealth’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Unique Wealth’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	$365K	Buy	7,306 +256	+4%	+$12.8K	0.04%	166
2026 Q1	$353K	Sell	7,050 -1,366	-16%	-$68.4K	0.05%	149
2025 Q4	$421K	Sell	8,416 -583	-6%	-$29.2K	0.06%	130
2025 Q3	$452K	Sell	8,999 -1,588	-15%	-$79.5K	0.07%	121
2025 Q2	$531K	Buy	10,587 +208	+2%	+$10.4K	0.09%	108
2025 Q1	$521K	Buy	10,379 +2,155	+26%	+$108K	0.1%	102
2024 Q4	$411K	Buy	+8,224	New	+$412K	0.09%	98

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

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

Unique Wealth's XBIL Position: Q2 2026 in Review

Unique Wealth increased its US Treasury 6 Month Bill ETF (XBIL) stake by 3.6% in Q2 2026, buying an estimated $12.8K and bringing the position to 7,306 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #166.

Unique Wealth first reported a position in XBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q2 2025. 95 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

Unique Wealth held 7,306 shares of US Treasury 6 Month Bill ETF worth $365K as of Q2 2026.
Unique Wealth bought 256 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $12.8K.
US Treasury 6 Month Bill ETF made up 0.04% of Unique Wealth's portfolio in Q2 2026, its #166 holding.
Unique Wealth first reported a position in US Treasury 6 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
Unique Wealth's US Treasury 6 Month Bill ETF position peaked at $531K in Q2 2025.
95 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.