Crew Capital Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Crew Capital 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 Q3	$949K	Buy	19,047 +3,721	+24%	+$186K	0.5%	60
2026 Q2	$766K	Buy	15,326 +3,509	+30%	+$176K	0.42%	61
2026 Q1	$592K	Buy	11,817 +1,527	+15%	+$76.7K	0.39%	68
2025 Q4	$517K	Buy	10,290 +1,224	+14%	+$61.5K	0.33%	72
2025 Q3	$456K	Buy	9,066 +376	+4%	+$18.9K	0.31%	70
2025 Q2	$436K	Sell	8,690 -3,164	-27%	-$159K	0.31%	77
2025 Q1	$595K	Buy	+11,854	New	+$594K	0.49%	73

Other funds holding OBIL

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Crew Capital Management's OBIL Position: Q3 2026 in Review

Crew Capital Management increased its US Treasury 12 Month Bill ETF (OBIL) stake by 24% in Q3 2026, buying an estimated $186K and bringing the position to 19,047 shares worth $949K. The position accounts for 0.5% of the portfolio, ranked #60.

Crew Capital Management first reported a position in OBIL in Q1 2025 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold OBIL as of Q3 2026.

Crew Capital Management held 19,047 shares of US Treasury 12 Month Bill ETF worth $949K as of Q3 2026.
Crew Capital Management bought 3,721 US Treasury 12 Month Bill ETF shares in Q3 2026, an estimated $186K.
US Treasury 12 Month Bill ETF made up 0.5% of Crew Capital Management's portfolio in Q3 2026, its #60 holding.
Crew Capital Management first reported a position in US Treasury 12 Month Bill ETF in Q1 2025 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.