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

Wealthquest’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
2025 Q2	–	Sell	-9,365	Closed	-$470K	–	143
2025 Q1	$470K	Sell	9,365 -4,455	-32%	-$223K	0.04%	75
2024 Q4	$691K	Sell	13,820 -4,344	-24%	-$218K	0.06%	64
2024 Q3	$909K	Sell	18,164 -540,452	-97%	-$27.1M	0.08%	52
2024 Q2	$28M	Buy	558,616 +29,657	+6%	+$1.48M	2.98%	13
2024 Q1	$26.5M	Sell	528,959 -15,507	-3%	-$776K	2.84%	13
2023 Q4	$27.2M	Buy	544,466 +5,992	+1%	+$300K	3.02%	12
2023 Q3	$27M	Buy	538,474 +20,712	+4%	+$1.04M	3.31%	10
2023 Q2	$26M	Buy	517,762 +6,832	+1%	+$342K	3.1%	10
2023 Q1	$25.7M	Buy	+510,930	New	+$25.6M	3.33%	10

Other funds holding XBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealthquest's XBIL Position: Q2 2025 in Review

Wealthquest sold out of US Treasury 6 Month Bill ETF (XBIL) in Q2 2025, closing a stake of 9,365 shares — an estimated $470K sold.

Wealthquest first reported a position in XBIL in Q1 2023 and held it in 9 quarters. The position peaked at $28M in Q2 2024. 88 funds tracked by Wall St. Rank hold XBIL as of Q2 2025.

Wealthquest reported no remaining US Treasury 6 Month Bill ETF position as of Q2 2025 after selling out during the quarter.
Wealthquest sold 9,365 US Treasury 6 Month Bill ETF shares in Q2 2025, an estimated $470K.
Wealthquest first reported a position in US Treasury 6 Month Bill ETF in Q1 2023 and held it in 9 quarters.
Wealthquest's US Treasury 6 Month Bill ETF position peaked at $28M in Q2 2024.
88 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q2 2025.

Based on Wealthquest's 13F filing for Q2 2025, filed 13 Aug 2025.