Integrated Wealth Concepts’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Integrated Wealth Concepts’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	$250K	Hold	5,000	–	–	﹤0.01%	2096
2026 Q1	$250K	Hold	5,000	–	–	﹤0.01%	1966
2025 Q4	$251K	Hold	5,000	–	–	﹤0.01%	1402
2025 Q3	$252K	Hold	5,000	–	–	﹤0.01%	1735
2025 Q2	$251K	Hold	5,000	–	–	﹤0.01%	1645
2025 Q1	$251K	Hold	5,000	–	–	﹤0.01%	1507
2024 Q4	$250K	Hold	5,000	–	–	﹤0.01%	1476
2024 Q3	$251K	Hold	5,000	–	–	﹤0.01%	1449
2024 Q2	$249K	Buy	+5,000	New	+$249K	﹤0.01%	1427

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

Integrated Wealth Concepts's OBIL Position: Q2 2026 in Review

Integrated Wealth Concepts held its US Treasury 12 Month Bill ETF (OBIL) position steady in Q2 2026 at 5,000 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Integrated Wealth Concepts first reported a position in OBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $252K in Q3 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Integrated Wealth Concepts held 5,000 shares of US Treasury 12 Month Bill ETF worth $250K as of Q2 2026.
Integrated Wealth Concepts 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 Integrated Wealth Concepts's portfolio in Q2 2026, its #2096 holding.
Integrated Wealth Concepts first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 9 quarters since.
Integrated Wealth Concepts's US Treasury 12 Month Bill ETF position peaked at $252K in Q3 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.