Acorn Financial Advisory Services’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Acorn Financial Advisory Services’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	–	Sell	-92,241	Closed	-$4.62M	–	227
2026 Q1	$4.62M	Buy	92,241 +30,461	+49%	+$1.53M	0.63%	25
2025 Q4	$3.1M	Sell	61,780 -12,346	-17%	-$620K	0.46%	29
2025 Q3	$3.73M	Sell	74,126 -4,158	-5%	-$208K	0.57%	22
2025 Q2	$3.93M	Sell	78,284 -3,489	-4%	-$175K	0.64%	22
2025 Q1	$4.11M	Sell	81,773 -12,261	-13%	-$614K	0.74%	19
2024 Q4	$4.71M	Sell	94,034 -2,348	-2%	-$118K	0.78%	16
2024 Q3	$4.84M	Sell	96,382 -1,719	-2%	-$86K	0.86%	16
2024 Q2	$4.89M	Buy	98,101 +8,568	+10%	+$427K	0.91%	16
2024 Q1	$4.47M	Buy	89,533 +62,628	+233%	+$3.13M	0.84%	16
2023 Q4	$1.34M	Buy	+26,905	New	+$1.34M	0.24%	66

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

Acorn Financial Advisory Services's OBIL Position: Q2 2026 in Review

Acorn Financial Advisory Services sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2026, closing a stake of 92,241 shares — an estimated $4.62M sold.

Acorn Financial Advisory Services first reported a position in OBIL in Q4 2023 and held it in 10 quarters. The position peaked at $4.89M in Q2 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Acorn Financial Advisory Services reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
Acorn Financial Advisory Services sold 92,241 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $4.62M.
Acorn Financial Advisory Services first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and held it in 10 quarters.
Acorn Financial Advisory Services's US Treasury 12 Month Bill ETF position peaked at $4.89M in Q2 2024.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.