Amplius Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Amplius Wealth Advisors’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	$560K	Sell	11,198 -2,277	-17%	-$114K	0.04%	116
2026 Q1	$675K	Sell	13,475 -4,141	-24%	-$208K	0.06%	90
2025 Q4	$884K	Sell	17,616 -1,500	-8%	-$75.3K	0.07%	75
2025 Q3	$962K	Sell	19,116 -1,415	-7%	-$70.9K	0.08%	71
2025 Q2	$1.03M	Sell	20,531 -300	-1%	-$15K	0.1%	80
2025 Q1	$1.05M	Sell	20,831 -3,583	-15%	-$180K	0.11%	73
2024 Q4	$1.22M	Sell	24,414 -18,136	-43%	-$908K	0.13%	67
2024 Q3	$2.14M	Sell	42,550 -9,958	-19%	-$498K	0.23%	49
2024 Q2	$2.62M	Sell	52,508 -16,258	-24%	-$810K	0.29%	45
2024 Q1	$3.44M	Sell	68,766 -350,462	-84%	-$17.5M	0.39%	39
2023 Q4	$20.9M	Sell	419,228 -5,527	-1%	-$276K	2.53%	16
2023 Q3	$21.2M	Buy	424,755 +31,470	+8%	+$1.57M	2.84%	12
2023 Q2	$19.6M	Buy	+393,285	New	+$19.7M	2.64%	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

Amplius Wealth Advisors's OBIL Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 17% in Q2 2026, selling an estimated $114K and leaving 11,198 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #116.

Amplius Wealth Advisors first reported a position in OBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.2M in Q3 2023. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Amplius Wealth Advisors held 11,198 shares of US Treasury 12 Month Bill ETF worth $560K as of Q2 2026.
Amplius Wealth Advisors sold 2,277 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $114K.
US Treasury 12 Month Bill ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Amplius Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
Amplius Wealth Advisors's US Treasury 12 Month Bill ETF position peaked at $21.2M in Q3 2023.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.