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Crescent Grove Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Crescent Grove 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 		$702K Hold
14,055
– – 0.06% 158
2026
Q1 		$704K Buy
14,055
+4,035
+40% +$203K 0.07% 160
2025
Q4 		$503K Buy
10,020
+1,275
+15% +$64K 0.05% 176
2025
Q3 		$440K Buy
+8,745
New +$438K 0.04% 184

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM

Crescent Grove Advisors's OBIL Position: Q2 2026 in Review

Crescent Grove Advisors held its US Treasury 12 Month Bill ETF (OBIL) position steady in Q2 2026 at 14,055 shares worth $702K. The position accounts for 0.06% of the portfolio, ranked #158.

Crescent Grove Advisors first reported a position in OBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $704K in Q1 2026. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Crescent Grove Advisors held 14,055 shares of US Treasury 12 Month Bill ETF worth $702K as of Q2 2026.
  • Crescent Grove Advisors left its US Treasury 12 Month Bill ETF share count unchanged in Q2 2026.
  • US Treasury 12 Month Bill ETF made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #158 holding.
  • Crescent Grove Advisors first reported a position in US Treasury 12 Month Bill ETF in Q3 2025 and has held it in 4 quarters since.
  • Crescent Grove Advisors's US Treasury 12 Month Bill ETF position peaked at $704K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.