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Jaffetilchin Investment Partners’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Jaffetilchin Investment 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
Q1 		$671K Sell
13,400
-268
-2% -$13.5K 0.04% 228
2025
Q4 		$686K Sell
13,668
-71
-0.5% -$3.57K 0.04% 230
2025
Q3 		$691K Buy
+13,739
New +$689K 0.04% 228

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jaffetilchin Investment Partners's OBIL Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 2% in Q1 2026, selling an estimated $13.5K and leaving 13,400 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #228.

Jaffetilchin Investment Partners first reported a position in OBIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $691K in Q3 2025. 63 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

  • Jaffetilchin Investment Partners held 13,400 shares of US Treasury 12 Month Bill ETF worth $671K as of Q1 2026.
  • Jaffetilchin Investment Partners sold 268 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $13.5K.
  • US Treasury 12 Month Bill ETF made up 0.04% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #228 holding.
  • Jaffetilchin Investment Partners first reported a position in US Treasury 12 Month Bill ETF in Q3 2025 and has held it in 3 quarters since.
  • Jaffetilchin Investment Partners's US Treasury 12 Month Bill ETF position peaked at $691K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.