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

Formidable 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 Q3	$2.07M	Buy	41,504 +2,846	+7%	+$142K	0.31%	68
2026 Q2	$1.94M	Buy	38,658 +254	+0.7%	+$12.7K	0.31%	68
2026 Q1	$1.93M	Buy	38,404 +1,886	+5%	+$94.7K	0.3%	65
2025 Q4	$1.84M	Sell	36,518 -1,288	-3%	-$64.7K	0.27%	70
2025 Q3	$1.9M	Sell	37,806 -709	-2%	-$35.5K	0.3%	67
2025 Q2	$1.93M	Hold	38,515	–	–	0.32%	62
2025 Q1	$1.93M	Sell	38,515 -1,561	-4%	-$78.2K	0.32%	62
2024 Q4	$2.01M	Sell	40,076 -64	-0.2%	-$3.2K	0.33%	59
2024 Q3	$2.02M	Sell	40,140 -1,575	-4%	-$78.8K	0.32%	62
2024 Q2	$2.08M	Sell	41,715 -915	-2%	-$45.6K	0.34%	55
2024 Q1	$2.13M	Buy	42,630 +8,516	+25%	+$425K	0.35%	56
2023 Q4	$1.7M	Buy	34,114 +20,368	+148%	+$1.02M	0.35%	55
2023 Q3	$686K	Buy	13,746 +3,684	+37%	+$184K	0.15%	138
2023 Q2	$502K	Buy	10,062 +5,462	+119%	+$273K	0.11%	169
2023 Q1	$231K	Buy	+4,600	New	+$231K	0.05%	255

Other funds holding OBIL

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

Formidable Asset Management's OBIL Position: Q3 2026 in Review

Formidable Asset Management increased its US Treasury 12 Month Bill ETF (OBIL) stake by 7.4% in Q3 2026, buying an estimated $142K and bringing the position to 41,504 shares worth $2.07M. The position accounts for 0.31% of the portfolio, ranked #68.

Formidable Asset Management first reported a position in OBIL in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.13M in Q1 2024. 27 funds tracked by Wall St. Rank hold OBIL as of Q3 2026.

Formidable Asset Management held 41,504 shares of US Treasury 12 Month Bill ETF worth $2.07M as of Q3 2026.
Formidable Asset Management bought 2,846 US Treasury 12 Month Bill ETF shares in Q3 2026, an estimated $142K.
US Treasury 12 Month Bill ETF made up 0.31% of Formidable Asset Management's portfolio in Q3 2026, its #68 holding.
Formidable Asset Management first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 15 quarters since.
Formidable Asset Management's US Treasury 12 Month Bill ETF position peaked at $2.13M in Q1 2024.
27 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.