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

Financial Gravity 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	$7.66K	Hold	153	–	–	﹤0.01%	616
2025 Q4	$7.68K	Sell	153 -32	-17%	-$1.61K	﹤0.01%	522
2025 Q3	$9.31K	Buy	+185	New	+$9.28K	﹤0.01%	584
2025 Q1	$38.5K	Buy	+767	New	+$38.4K	0.01%	357
2024 Q2	$62.8K	Buy	+1,259	New	+$62.7K	0.02%	238

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

4WM

49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's OBIL Position: Q1 2026 in Review

Financial Gravity Asset Management held its US Treasury 12 Month Bill ETF (OBIL) position steady in Q1 2026 at 153 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Financial Gravity Asset Management first reported a position in OBIL in Q2 2024 and has held it in 5 quarters since. The position peaked at $62.8K in Q2 2024. 63 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

Financial Gravity Asset Management held 153 shares of US Treasury 12 Month Bill ETF worth $7.66K as of Q1 2026.
Financial Gravity Asset Management left its US Treasury 12 Month Bill ETF share count unchanged in Q1 2026.
US Treasury 12 Month Bill ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #616 holding.
Financial Gravity Asset Management first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's US Treasury 12 Month Bill ETF position peaked at $62.8K in Q2 2024.
63 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.