Lido Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Lido Advisors’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	$1.25M	Sell	24,959 -3,482	-12%	-$174K	﹤0.01%	994
2026 Q1	$1.42M	Sell	28,441 -27,026	-49%	-$1.36M	﹤0.01%	815
2025 Q4	$2.79M	Hold	55,467	–	–	0.01%	616
2025 Q3	$2.79M	Sell	55,467 -5,353	-9%	-$268K	0.01%	595
2025 Q2	$3.05M	Sell	60,820 -1,337	-2%	-$67K	0.01%	487
2025 Q1	$3.12M	Sell	62,157 -22,478	-27%	-$1.13M	0.01%	438
2024 Q4	$4.24M	Buy	84,635 +35,863	+74%	+$1.8M	0.02%	361
2024 Q3	$2.45M	Buy	48,772 +32,219	+195%	+$1.61M	0.01%	423
2024 Q2	$825K	Buy	16,553 +8,882	+116%	+$442K	﹤0.01%	738
2024 Q1	$383K	Sell	7,671 -388	-5%	-$19.4K	﹤0.01%	978
2023 Q4	$402K	Sell	8,059 -448	-5%	-$22.3K	﹤0.01%	929
2023 Q3	$424K	Sell	8,507 -289	-3%	-$14.4K	﹤0.01%	792
2023 Q2	$439K	Buy	8,796 +2,989	+51%	+$150K	﹤0.01%	782
2023 Q1	$292K	Buy	+5,807	New	+$291K	﹤0.01%	873

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

Lido Advisors's OBIL Position: Q2 2026 in Review

Lido Advisors reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 12% in Q2 2026, selling an estimated $174K and leaving 24,959 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Lido Advisors first reported a position in OBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.24M in Q4 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Lido Advisors held 24,959 shares of US Treasury 12 Month Bill ETF worth $1.25M as of Q2 2026.
Lido Advisors sold 3,482 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $174K.
US Treasury 12 Month Bill ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #994 holding.
Lido Advisors first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's US Treasury 12 Month Bill ETF position peaked at $4.24M in Q4 2024.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.