49 Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

49 Wealth Management’s Portfolio OBIL Stock Details OBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Sell	12,629 -228,169	-95%	-$11.4M	0.12%	93
2026 Q1	$12.1M	Buy	240,798 +19,239	+9%	+$966K	0.9%	17
2025 Q4	$11.1M	Sell	221,559 -23,236	-9%	-$1.17M	0.91%	19
2025 Q3	$12.3M	Sell	244,795 -668	-0.3%	-$33.5K	1.16%	17
2025 Q2	$12.3M	Sell	245,463 -33,467	-12%	-$1.68M	1.31%	17
2025 Q1	$14M	Buy	278,930 +2,736	+1%	+$137K	1.69%	16
2024 Q4	$13.8M	Buy	276,194 +60,297	+28%	+$3.02M	1.97%	16
2024 Q3	$10.9M	Buy	215,897 +40,632	+23%	+$2.03M	1.77%	14
2024 Q2	$8.7M	Buy	+175,265	New	+$8.73M	1.72%	12

Other funds holding OBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $168M AUM

49 Wealth Management's OBIL Position: Q2 2026 in Review

49 Wealth Management reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 95% in Q2 2026, selling an estimated $11.4M and leaving 12,629 shares worth $631K. The position accounts for 0.12% of the portfolio, ranked #93.

49 Wealth Management first reported a position in OBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $14M in Q1 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

49 Wealth Management held 12,629 shares of US Treasury 12 Month Bill ETF worth $631K as of Q2 2026.
49 Wealth Management sold 228,169 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $11.4M.
US Treasury 12 Month Bill ETF made up 0.12% of 49 Wealth Management's portfolio in Q2 2026, its #93 holding.
49 Wealth Management first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
49 Wealth Management's US Treasury 12 Month Bill ETF position peaked at $14M in Q1 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.