Heck Capital Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Heck Capital Advisors’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	$1.96M	Buy	39,273 +9,423	+32%	+$472K	0.12%	92
2026 Q1	$1.49M	Buy	29,850 +10,276	+52%	+$516K	0.11%	93
2025 Q4	$983K	Sell	19,574 -8,227	-30%	-$413K	0.07%	112
2025 Q3	$1.4M	Sell	27,801 -17,389	-38%	-$872K	0.11%	101
2025 Q2	$2.27M	Buy	45,190 +30,961	+218%	+$1.55M	0.2%	66
2025 Q1	$714K	Buy	14,229 +2,575	+22%	+$129K	0.08%	100
2024 Q4	$583K	Buy	+11,654	New	+$583K	0.07%	103

Other funds holding OBIL

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Heck Capital Advisors's OBIL Position: Q2 2026 in Review

Heck Capital Advisors increased its US Treasury 12 Month Bill ETF (OBIL) stake by 32% in Q2 2026, buying an estimated $472K and bringing the position to 39,273 shares worth $1.96M. The position accounts for 0.12% of the portfolio, ranked #92.

Heck Capital Advisors first reported a position in OBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q2 2025. 17 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Heck Capital Advisors held 39,273 shares of US Treasury 12 Month Bill ETF worth $1.96M as of Q2 2026.
Heck Capital Advisors bought 9,423 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $472K.
US Treasury 12 Month Bill ETF made up 0.12% of Heck Capital Advisors's portfolio in Q2 2026, its #92 holding.
Heck Capital Advisors first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
Heck Capital Advisors's US Treasury 12 Month Bill ETF position peaked at $2.27M in Q2 2025.
17 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.