Wealth Enhancement Advisory Services
XBIL icon

Wealth Enhancement Advisory Services’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Wealth Enhancement Advisory Services’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 		$8.37M Buy
167,133
+17,748
+12% +$889K 0.01% 755
2026
Q1 		$7.48M Sell
149,385
-22,964
-13% -$1.15M 0.02% 705
2025
Q4 		$8.63M Buy
172,349
+29,726
+21% +$1.49M 0.01% 753
2025
Q3 		$7.14M Buy
142,623
+59,954
+73% +$3M 0.01% 794
2025
Q2 		$4.13M Buy
82,669
+34,478
+72% +$1.73M 0.01% 987
2025
Q1 		$2.42M Buy
48,191
+16,004
+50% +$802K ﹤0.01% 1151
2024
Q4 		$1.61M Buy
32,187
+26,707
+487% +$1.34M ﹤0.01% 1289
2024
Q3 		$275K Sell
5,480
-9,103
-62% -$456K ﹤0.01% 2235
2024
Q2 		$730K Buy
14,583
+1,758
+14% +$87.9K ﹤0.01% 1426
2024
Q1 		$643K Buy
+12,825
New +$642K ﹤0.01% 1451

Other funds holding XBIL

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
LIP
Lynch Investment Planning Newtown Square, Pennsylvania $130M AUM

Wealth Enhancement Advisory Services's XBIL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its US Treasury 6 Month Bill ETF (XBIL) stake by 12% in Q2 2026, buying an estimated $889K and bringing the position to 167,133 shares worth $8.37M. The position accounts for 0.01% of the portfolio, ranked #755.

Wealth Enhancement Advisory Services first reported a position in XBIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.63M in Q4 2025. 14 funds tracked by Wall St. Rank hold XBIL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 167,133 shares of US Treasury 6 Month Bill ETF worth $8.37M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,748 US Treasury 6 Month Bill ETF shares in Q2 2026, an estimated $889K.
  • US Treasury 6 Month Bill ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #755 holding.
  • Wealth Enhancement Advisory Services first reported a position in US Treasury 6 Month Bill ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's US Treasury 6 Month Bill ETF position peaked at $8.63M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.