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Denver Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Denver Wealth 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
2025
Q4 		– Sell
-10,939
Closed -$550K – 96
2025
Q3 		$550K Sell
10,939
-4,214
-28% -$211K 0.2% 53
2025
Q2 		$761K Buy
15,153
+24
+0.2% +$1.2K 0.31% 37
2025
Q1 		$760K Sell
15,129
-2,167
-13% -$109K 0.35% 37
2024
Q4 		$866K Sell
17,296
-826
-5% -$41.4K 0.39% 33
2024
Q3 		$911K Buy
18,122
+379
+2% +$19K 0.42% 34
2024
Q2 		$885K Buy
17,743
+417
+2% +$20.8K 0.44% 36
2024
Q1 		$866K Buy
17,326
+7,047
+69% +$352K 0.44% 35
2023
Q4 		$513K Buy
+10,279
New +$512K 0.29% 42

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Denver Wealth Management's OBIL Position: Q4 2025 in Review

Denver Wealth Management sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2025, closing a stake of 10,939 shares — an estimated $550K sold.

Denver Wealth Management first reported a position in OBIL in Q4 2023 and held it in 8 quarters. The position peaked at $911K in Q3 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q4 2025.

  • Denver Wealth Management reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Denver Wealth Management sold 10,939 US Treasury 12 Month Bill ETF shares in Q4 2025, an estimated $550K.
  • Denver Wealth Management first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and held it in 8 quarters.
  • Denver Wealth Management's US Treasury 12 Month Bill ETF position peaked at $911K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2025.

Based on Denver Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.