Curran Financial Partners’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Curran Financial Partners’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	$888K	Sell	17,768 -767	-4%	-$38.4K	0.13%	74
2026 Q1	$928K	Sell	18,535 -4,540	-20%	-$228K	0.17%	63
2025 Q4	$1.16M	Buy	23,075 +2,577	+13%	+$129K	0.22%	55
2025 Q3	$1.03M	Buy	20,498 +4,770	+30%	+$239K	0.2%	63
2025 Q2	$789K	Buy	15,728 +4,397	+39%	+$220K	0.17%	68
2025 Q1	$569K	Sell	11,331 -969	-8%	-$48.6K	0.14%	61
2024 Q4	$616K	Sell	12,300 -2,327	-16%	-$116K	0.16%	59
2024 Q3	$735K	Sell	14,627 -1,434	-9%	-$71.7K	0.21%	59
2024 Q2	$801K	Buy	+16,061	New	+$800K	0.27%	55

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

Curran Financial Partners's OBIL Position: Q2 2026 in Review

Curran Financial Partners reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 4.1% in Q2 2026, selling an estimated $38.4K and leaving 17,768 shares worth $888K. The position accounts for 0.13% of the portfolio, ranked #74.

Curran Financial Partners first reported a position in OBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Curran Financial Partners held 17,768 shares of US Treasury 12 Month Bill ETF worth $888K as of Q2 2026.
Curran Financial Partners sold 767 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $38.4K.
US Treasury 12 Month Bill ETF made up 0.13% of Curran Financial Partners's portfolio in Q2 2026, its #74 holding.
Curran Financial Partners first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
Curran Financial Partners's US Treasury 12 Month Bill ETF position peaked at $1.16M in Q4 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.