Kestra Advisory Services’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Kestra Advisory Services’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	$834K	Buy	16,660 +72	+0.4%	+$3.62K	﹤0.01%	1856
2025 Q4	$833K	Buy	16,588 +326	+2%	+$16.4K	﹤0.01%	1785
2025 Q3	$818K	Buy	16,262 +78	+0.5%	+$3.91K	﹤0.01%	1724
2025 Q2	$812K	Sell	16,184 -889	-5%	-$44.5K	﹤0.01%	1625
2025 Q1	$857K	Buy	17,073 +85	+0.5%	+$4.26K	﹤0.01%	1476
2024 Q4	$850K	Sell	16,988 -843	-5%	-$42.2K	﹤0.01%	1508
2024 Q3	$896K	Sell	17,831 -3,183	-15%	-$159K	﹤0.01%	1388
2024 Q2	$1.05M	Buy	21,014 +116	+0.6%	+$5.78K	0.01%	1292
2024 Q1	$1.04M	Buy	20,898 +630	+3%	+$31.5K	0.01%	1214
2023 Q4	$1.01M	Buy	20,268 +2,999	+17%	+$150K	0.01%	1109
2023 Q3	$862K	Buy	17,269 +4,011	+30%	+$200K	0.01%	1065
2023 Q2	$662K	Buy	13,258 +599	+5%	+$30K	0.01%	1184
2023 Q1	$637K	Buy	+12,659	New	+$635K	0.01%	1157

Other funds holding OBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kestra Advisory Services's OBIL Position: Q1 2026 in Review

Kestra Advisory Services increased its US Treasury 12 Month Bill ETF (OBIL) stake by 0.43% in Q1 2026, buying an estimated $3.62K and bringing the position to 16,660 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Kestra Advisory Services first reported a position in OBIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q2 2024. 62 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

Kestra Advisory Services held 16,660 shares of US Treasury 12 Month Bill ETF worth $834K as of Q1 2026.
Kestra Advisory Services bought 72 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $3.62K.
US Treasury 12 Month Bill ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1856 holding.
Kestra Advisory Services first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 13 quarters since.
Kestra Advisory Services's US Treasury 12 Month Bill ETF position peaked at $1.05M in Q2 2024.
62 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.