Envestnet Asset Management
OBIL icon

Envestnet Asset Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Envestnet Asset 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
Q1 		$7.28M Buy
145,333
+18,648
+15% +$936K ﹤0.01% 2053
2025
Q4 		$6.36M Buy
126,685
+9,137
+8% +$459K ﹤0.01% 2011
2025
Q3 		$5.91M Buy
117,548
+19,230
+20% +$964K ﹤0.01% 2116
2025
Q2 		$4.94M Buy
98,318
+6,640
+7% +$333K ﹤0.01% 2205
2025
Q1 		$4.6M Buy
91,678
+20,419
+29% +$1.02M ﹤0.01% 2186
2024
Q4 		$3.57M Buy
71,259
+37,072
+108% +$1.86M ﹤0.01% 2320
2024
Q3 		$1.72M Sell
34,187
-28,092
-45% -$1.41M ﹤0.01% 2765
2024
Q2 		$3.11M Sell
62,279
-51,801
-45% -$2.58M ﹤0.01% 2344
2024
Q1 		$5.7M Buy
114,080
+19,198
+20% +$959K ﹤0.01% 1890
2023
Q4 		$4.74M Sell
94,882
-4,637
-5% -$231K ﹤0.01% 1934
2023
Q3 		$4.97M Buy
99,519
+9,241
+10% +$460K ﹤0.01% 1800
2023
Q2 		$4.51M Buy
+90,278
New +$4.52M ﹤0.01% 1765

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's OBIL Position: Q1 2026 in Review

Envestnet Asset Management increased its US Treasury 12 Month Bill ETF (OBIL) stake by 15% in Q1 2026, buying an estimated $936K and bringing the position to 145,333 shares worth $7.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Envestnet Asset Management first reported a position in OBIL in Q2 2023 and has held it in 12 quarters since. 62 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

  • Envestnet Asset Management held 145,333 shares of US Treasury 12 Month Bill ETF worth $7.28M as of Q1 2026.
  • Envestnet Asset Management bought 18,648 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $936K.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2053 holding.
  • Envestnet Asset Management first reported a position in US Treasury 12 Month Bill ETF in Q2 2023 and has held it in 12 quarters since.
  • 62 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.