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Mendel Money Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Mendel Money Management’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
Q4 		– Sell
-15,907
Closed -$800K – 150
2025
Q3 		$800K Sell
15,907
-12,327
-44% -$618K 0.34% 81
2025
Q2 		$1.42M Sell
28,234
-711
-2% -$35.6K 0.63% 44
2025
Q1 		$1.45M Sell
28,945
-80
-0.3% -$4.01K 0.69% 44
2024
Q4 		$1.45M Buy
29,025
+1,504
+5% +$75.3K 0.65% 44
2024
Q3 		$1.38M Buy
+27,521
New +$1.38M 0.6% 49

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mendel Money Management's OBIL Position: Q4 2025 in Review

Mendel Money Management sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2025, closing a stake of 15,907 shares — an estimated $800K sold.

Mendel Money Management first reported a position in OBIL in Q3 2024 and held it in 5 quarters. The position peaked at $1.45M in Q1 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q4 2025.

  • Mendel Money Management reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Mendel Money Management sold 15,907 US Treasury 12 Month Bill ETF shares in Q4 2025, an estimated $800K.
  • Mendel Money Management first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and held it in 5 quarters.
  • Mendel Money Management's US Treasury 12 Month Bill ETF position peaked at $1.45M in Q1 2025.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2025.

Based on Mendel Money Management's 13F filing for Q4 2025, filed 29 Jan 2026.