Kingsview Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Kingsview Wealth Management’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	$333K	Sell	6,655 -326	-5%	-$16.3K	﹤0.01%	1141
2026 Q1	$350K	Sell	6,981 -944	-12%	-$47.4K	﹤0.01%	1015
2025 Q4	$398K	Buy	7,925 +597	+8%	+$30K	0.01%	926
2025 Q3	$369K	Sell	7,328 -788	-10%	-$39.5K	0.01%	896
2025 Q2	$407K	Sell	8,116 -6,595	-45%	-$330K	0.01%	842
2025 Q1	$739K	Sell	14,711 -1,470	-9%	-$73.7K	0.01%	621
2024 Q4	$810K	Buy	16,181 +6,781	+72%	+$339K	0.02%	602
2024 Q3	$472K	Hold	9,400	–	–	0.01%	738
2024 Q2	$469K	Sell	9,400 -8,000	-46%	-$398K	0.01%	700
2024 Q1	$869K	Sell	17,400 -700	-4%	-$35K	0.02%	534
2023 Q4	$904K	Buy	18,100 +1,300	+8%	+$64.8K	0.03%	493
2023 Q3	$838K	Sell	16,800 -6,000	-26%	-$299K	0.03%	482
2023 Q2	$1.14M	Buy	22,800 +5,900	+35%	+$295K	0.04%	368
2023 Q1	$850K	Buy	+16,900	New	+$848K	0.04%	439

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

Kingsview Wealth Management's OBIL Position: Q2 2026 in Review

Kingsview Wealth Management reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 4.7% in Q2 2026, selling an estimated $16.3K and leaving 6,655 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Kingsview Wealth Management first reported a position in OBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.14M in Q2 2023. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Kingsview Wealth Management held 6,655 shares of US Treasury 12 Month Bill ETF worth $333K as of Q2 2026.
Kingsview Wealth Management sold 326 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $16.3K.
US Treasury 12 Month Bill ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1141 holding.
Kingsview Wealth Management first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 14 quarters since.
Kingsview Wealth Management's US Treasury 12 Month Bill ETF position peaked at $1.14M in Q2 2023.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.