Marshall & Sterling Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Marshall & Sterling Wealth 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	$1.36M	Buy	27,152 +141	+0.5%	+$7.07K	0.8%	31
2026 Q1	$1.35M	Buy	27,011 +11,716	+77%	+$588K	0.89%	28
2025 Q4	$768K	Sell	15,295 -213	-1%	-$10.7K	0.51%	37
2025 Q3	$780K	Buy	15,508 +1,250	+9%	+$62.7K	0.5%	37
2025 Q2	$716K	Buy	14,258 +848	+6%	+$42.5K	0.48%	37
2025 Q1	$673K	Buy	13,410 +12,709	+1,813%	+$637K	0.46%	38
2024 Q4	$35.1K	Buy	+701	New	+$35.1K	0.02%	159

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

Marshall & Sterling Wealth Advisors's OBIL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its US Treasury 12 Month Bill ETF (OBIL) stake by 0.52% in Q2 2026, buying an estimated $7.07K and bringing the position to 27,152 shares worth $1.36M. The position accounts for 0.8% of the portfolio, ranked #31.

Marshall & Sterling Wealth Advisors first reported a position in OBIL in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Marshall & Sterling Wealth Advisors held 27,152 shares of US Treasury 12 Month Bill ETF worth $1.36M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 141 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $7.07K.
US Treasury 12 Month Bill ETF made up 0.8% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Marshall & Sterling Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.