FGC
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Financial Gravity Companies’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Financial Gravity Companies’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
Q2 		$18.5K Buy
+369
New +$18.5K ﹤0.01% 464
2024
Q4 		$38.4K Hold
767
– – 0.01% 325
2024
Q3 		$38.6K Buy
+767
New +$38.4K 0.01% 201

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $324B AUM 22.36% 1-Year Est. Return

Financial Gravity Companies's OBIL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in US Treasury 12 Month Bill ETF (OBIL) in Q2 2025: 369 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OBIL as recently as Q4 2024.

Financial Gravity Companies first reported a position in OBIL in Q3 2024 and has held it in 3 quarters since. The position peaked at $38.6K in Q3 2024. 58 funds tracked by Wall St. Rank hold OBIL as of Q2 2025.

  • Financial Gravity Companies held 369 shares of US Treasury 12 Month Bill ETF worth $18.5K as of Q2 2025.
  • US Treasury 12 Month Bill ETF was a new Financial Gravity Companies position in Q2 2025.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #464 holding.
  • Financial Gravity Companies first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's US Treasury 12 Month Bill ETF position peaked at $38.6K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.