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Founders Financial Alliance’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Founders Financial Alliance’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 		$1.25K Hold
25
– – ﹤0.01% 767
2026
Q1 		$1.25K Hold
25
– – ﹤0.01% 723
2025
Q4 		$1.25K Hold
25
– – ﹤0.01% 595
2025
Q3 		$1.26K Sell
25
-200
-89% -$10K ﹤0.01% 700
2025
Q2 		$11.3K Sell
225
-775
-78% -$38.8K ﹤0.01% 454
2025
Q1 		$50.2K Buy
+1,000
New +$50.1K 0.01% 441

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Founders Financial Alliance's OBIL Position: Q2 2026 in Review

Founders Financial Alliance held its US Treasury 12 Month Bill ETF (OBIL) position steady in Q2 2026 at 25 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Founders Financial Alliance first reported a position in OBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.2K in Q1 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Founders Financial Alliance held 25 shares of US Treasury 12 Month Bill ETF worth $1.25K as of Q2 2026.
  • Founders Financial Alliance left its US Treasury 12 Month Bill ETF share count unchanged in Q2 2026.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #767 holding.
  • Founders Financial Alliance first reported a position in US Treasury 12 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
  • Founders Financial Alliance's US Treasury 12 Month Bill ETF position peaked at $50.2K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.