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XBILF/m US Treasury 6 Month Bill ETF

Get income3y track recordRanked #275 of 1,650 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Bloomberg US Treasury Bellwether 6M Total Return USD Unhedged Index.

By F/m Investments LLC · Launched 2023

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$739M

#1,308 of 5,861 · large

Dividend YieldGoal

4.07%

Track Record

3 years

#2,874 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,389+3.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

Bloomberg US Treasury Bellwether 6M Total Return Index

What it actually holds

By weight

Concentration

Top 2 holdings = 100.3% of fundconcentrated

TREASURY BILL
100.0%
U.S. Bank Money Market Deposit AccountUSBFS04
0.3%

Asset allocation

Bonds
100.0%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.3%Low

Year-on-year price swings

Max drawdown
-0.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
2.55Strong risk-adjusted returns
Sortino (3Y)
4.49Good downside protection

Bond profile

Avg maturity

9.8 years

Credit ratings

US Government
100.0%
AA
100.0%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield performance of the Bloomberg US Treasury Bellwether 6M Total Return USD Unhedged Index.
Strategy
Passively manages a portfolio primarily invested in US Treasury securities, aiming to track the Bloomberg US Treasury Bellwether 6M Total Return USD Unhedged Index. Invests at least 80% of net assets in the index's component securities, with potential for short-term investments and securities lending to enhance income.
Inception date
March 6, 2023
Fund family
F/m Investments LLC

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Data updated on 2026-08-04