Marino Stram & Associates’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Marino Stram & Associates’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
2025 Q3	–	Sell	-4,053	Closed	-$203K	–	193
2025 Q2	$203K	Sell	4,053 -409	-9%	-$20.5K	0.04%	173
2025 Q1	$224K	Sell	4,462 -2,826	-39%	-$142K	0.05%	156
2024 Q4	$365K	Sell	7,288 -477	-6%	-$23.9K	0.08%	123
2024 Q3	$390K	Buy	7,765 +583	+8%	+$29.2K	0.09%	123
2024 Q2	$358K	Buy	7,182 +552	+8%	+$27.5K	0.09%	121
2024 Q1	$331K	Buy	6,630 +1,370	+26%	+$68.4K	0.08%	131
2023 Q4	$263K	Buy	+5,260	New	+$262K	0.07%	145

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

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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marino Stram & Associates's OBIL Position: Q3 2025 in Review

Marino Stram & Associates sold out of US Treasury 12 Month Bill ETF (OBIL) in Q3 2025, closing a stake of 4,053 shares — an estimated $203K sold.

Marino Stram & Associates first reported a position in OBIL in Q4 2023 and held it in 7 quarters. The position peaked at $390K in Q3 2024. 63 funds tracked by Wall St. Rank hold OBIL as of Q3 2025.

Marino Stram & Associates reported no remaining US Treasury 12 Month Bill ETF position as of Q3 2025 after selling out during the quarter.
Marino Stram & Associates sold 4,053 US Treasury 12 Month Bill ETF shares in Q3 2025, an estimated $203K.
Marino Stram & Associates first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and held it in 7 quarters.
Marino Stram & Associates's US Treasury 12 Month Bill ETF position peaked at $390K in Q3 2024.
63 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2025.

Based on Marino Stram & Associates's 13F filing for Q3 2025, filed 3 Nov 2025.