HighRoad Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

HighRoad Wealth 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 Q3	$1.57M	Buy	+31,469	New	+$1.57M	1.31%	10

Other funds holding OBIL

HCA

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

SIG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

HighRoad Wealth Advisors's OBIL Position: Q3 2026 in Review

HighRoad Wealth Advisors opened a new position in US Treasury 12 Month Bill ETF (OBIL) in Q3 2026: 31,469 shares worth $1.57M. The stake represents 1.31% of the portfolio and ranks #10 among its holdings.

5 funds tracked by Wall St. Rank hold OBIL as of Q3 2026.

HighRoad Wealth Advisors held 31,469 shares of US Treasury 12 Month Bill ETF worth $1.57M as of Q3 2026.
US Treasury 12 Month Bill ETF was a new HighRoad Wealth Advisors position in Q3 2026.
US Treasury 12 Month Bill ETF made up 1.31% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #10 holding.
5 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.