Global Retirement Partners’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Global Retirement Partners’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	$428K	Buy	+8,556	New	+$429K	0.01%	1114
2025 Q4	$542K	Sell	10,793 -1,981	-16%	-$99.5K	0.01%	923
2025 Q3	$643K	Sell	12,774 -443	-3%	-$22.2K	0.01%	682
2025 Q2	$663K	Buy	+13,217	New	+$662K	0.02%	629
2024 Q4	$50.1K	Hold	1,000	–	–	﹤0.01%	1615
2024 Q3	$50.3K	Hold	1,000	–	–	﹤0.01%	1554
2024 Q2	$49.9K	Hold	1,000	–	–	﹤0.01%	1537
2024 Q1	$50K	Sell	1,000 -20	-2%	-$999	﹤0.01%	1415
2023 Q4	$51.1K	Hold	1,020	–	–	﹤0.01%	1360
2023 Q3	$50.7K	Hold	1,020	–	–	﹤0.01%	1263
2023 Q2	$50.9K	Buy	1,020 +20	+2%	+$1K	﹤0.01%	1269
2023 Q1	$50.1K	Buy	+1,000	New	+$50.2K	﹤0.01%	1238

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $168M AUM

Global Retirement Partners's OBIL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in US Treasury 12 Month Bill ETF (OBIL) in Q2 2026: 8,556 shares worth $428K. The stake represents 0.01% of the portfolio and ranks #1114 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OBIL as recently as Q4 2025.

Global Retirement Partners first reported a position in OBIL in Q1 2023 and has held it in 12 quarters since. The position peaked at $663K in Q2 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Global Retirement Partners held 8,556 shares of US Treasury 12 Month Bill ETF worth $428K as of Q2 2026.
US Treasury 12 Month Bill ETF was a new Global Retirement Partners position in Q2 2026.
US Treasury 12 Month Bill ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1114 holding.
Global Retirement Partners first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's US Treasury 12 Month Bill ETF position peaked at $663K in Q2 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.