MW
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MBL Wealth’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

MBL Wealth’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
Q1 		– Sell
-4,035
Closed -$202K – 235
2024
Q4 		$202K Hold
4,035
– – 0.02% 214
2024
Q3 		$203K Buy
+4,035
New +$202K 0.02% 201

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

MBL Wealth's OBIL Position: Q1 2025 in Review

MBL Wealth sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2025, closing a stake of 4,035 shares — an estimated $202K sold.

MBL Wealth first reported a position in OBIL in Q3 2024 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 60 funds tracked by Wall St. Rank hold OBIL as of Q1 2025.

  • MBL Wealth reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2025 after selling out during the quarter.
  • MBL Wealth sold 4,035 US Treasury 12 Month Bill ETF shares in Q1 2025, an estimated $202K.
  • MBL Wealth first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and held it in 2 quarters.
  • MBL Wealth's US Treasury 12 Month Bill ETF position peaked at $203K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2025.

Based on MBL Wealth's 13F filing for Q1 2025, filed 21 May 2025.