AFAS
OBIL icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return