LPL Financial
OBIL icon

LPL Financial’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

LPL Financial’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 		$58.7M Sell
1,174,164
-114,510
-9% -$5.74M 0.01% 930
2026
Q1 		$64.5M Buy
1,288,674
+74,962
+6% +$3.76M 0.02% 794
2025
Q4 		$60.9M Buy
1,213,712
+25,472
+2% +$1.28M 0.02% 782
2025
Q3 		$59.8M Buy
1,188,240
+65,651
+6% +$3.29M 0.02% 757
2025
Q2 		$56.3M Buy
1,122,589
+78,703
+8% +$3.94M 0.02% 710
2025
Q1 		$52.4M Buy
1,043,886
+95,134
+10% +$4.77M 0.02% 668
2024
Q4 		$47.5M Buy
948,752
+239,766
+34% +$12M 0.02% 674
2024
Q3 		$35.6M Buy
708,986
+65,635
+10% +$3.28M 0.02% 765
2024
Q2 		$32.1M Buy
643,351
+59,212
+10% +$2.95M 0.02% 749
2024
Q1 		$29.2M Buy
584,139
+34,833
+6% +$1.74M 0.02% 767
2023
Q4 		$27.4M Buy
549,306
+333,392
+154% +$16.6M 0.02% 738
2023
Q3 		$10.8M Buy
215,914
+98,466
+84% +$4.91M 0.01% 1121
2023
Q2 		$5.86M Buy
117,448
+113,008
+2,545% +$5.65M ﹤0.01% 1468
2023
Q1 		$223K Buy
+4,440
New +$223K ﹤0.01% 3958

Other funds holding OBIL

MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

LPL Financial's OBIL Position: Q2 2026 in Review

LPL Financial reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 8.9% in Q2 2026, selling an estimated $5.74M and leaving 1,174,164 shares worth $58.7M. The position accounts for 0.01% of the portfolio, ranked #930.

LPL Financial first reported a position in OBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $64.5M in Q1 2026. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • LPL Financial held 1,174,164 shares of US Treasury 12 Month Bill ETF worth $58.7M as of Q2 2026.
  • LPL Financial sold 114,510 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $5.74M.
  • US Treasury 12 Month Bill ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #930 holding.
  • LPL Financial first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's US Treasury 12 Month Bill ETF position peaked at $64.5M in Q1 2026.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.