XBIL β€” US TREASURY 6 MONTH BILL ETF

Ownership history in F/m Investments LLC  Β·  7 quarters on record

AI Ownership Summary

F/m Investments LLC reported US TREASURY 6 MONTH BILL ETF (XBIL) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.02% in 2023 Q4. The latest visible filing shows XBIL at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in US TREASURY 6 MONTH BILL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XBIL was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How F/m Investments LLC held XBIL β€” position size vs. price
% of Fund (quarterly)    XBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 146,740 -1,454 -1.0% 0.28% $7.3M 2026-02-14 (Est.) $49.84
2025 Q3 ADDED 148,194 +64,595 +77.3% 0.29% $7.4M 2025-11-13 $49.36
2025 Q2 ADDED 83,599 +12,560 +17.7% 0.15% $4.2M 2025-08-13 $48.86
2023 Q4 ADDED 71,039 +29,292 +70.2% 2.02% $3.5M 2024-02-01 $45.50
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About F/m Investments LLC and XBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has F/m Investments LLC reported owning XBIL?

F/m Investments LLC reported XBIL across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XBIL position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for XBIL was 2.02% in 2023 Q4.

What is the latest reported XBIL position on this page?

The most recent filing on this page is 2025 Q4, when F/m Investments LLC reported 146,740 shares, equal to 0.28% of portfolio, with an estimated market value of $7.3M.

What does the chart on this XBIL ownership page compare?

The chart compares F/m Investments LLC's quarterly XBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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