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

KPP 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 Q2	$1.06M	Hold	21,273	–	–	0.13%	137
2026 Q1	$1.07M	Buy	+21,273	New	+$1.07M	0.15%	132
2025 Q4	–	Sell	-21,332	Closed	-$1.07M	–	344
2025 Q3	$1.07M	Buy	+21,332	New	+$1.07M	0.16%	129

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 22.9% 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

KPP Advisory Services's OBIL Position: Q2 2026 in Review

KPP Advisory Services held its US Treasury 12 Month Bill ETF (OBIL) position steady in Q2 2026 at 21,273 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #137.

KPP Advisory Services first reported a position in OBIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q3 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

KPP Advisory Services held 21,273 shares of US Treasury 12 Month Bill ETF worth $1.06M as of Q2 2026.
KPP Advisory Services left its US Treasury 12 Month Bill ETF share count unchanged in Q2 2026.
US Treasury 12 Month Bill ETF made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #137 holding.
KPP Advisory Services first reported a position in US Treasury 12 Month Bill ETF in Q3 2025 and has held it in 3 quarters since.
KPP Advisory Services's US Treasury 12 Month Bill ETF position peaked at $1.07M in Q3 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.