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
Q2 		$8.49M Buy
169,833
+24,500
+17% +$1.23M ﹤0.01% 2050
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 $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
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
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Envestnet Asset Management's OBIL Position: Q2 2026 in Review

Envestnet Asset Management increased its US Treasury 12 Month Bill ETF (OBIL) stake by 17% in Q2 2026, buying an estimated $1.23M and bringing the position to 169,833 shares worth $8.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

Envestnet Asset Management first reported a position in OBIL in Q2 2023 and has held it in 13 quarters since. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Envestnet Asset Management held 169,833 shares of US Treasury 12 Month Bill ETF worth $8.49M as of Q2 2026.
  • Envestnet Asset Management bought 24,500 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $1.23M.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2050 holding.
  • Envestnet Asset Management first reported a position in US Treasury 12 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.