Nations Financial Group
OBIL icon

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

Nations Financial Group’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
Q3 		$4.03M Sell
80,930
-94,043
-54% -$4.7M 0.2% 109
2026
Q2 		$8.74M Buy
174,973
+25,576
+17% +$1.28M 0.42% 55
2026
Q1 		$7.48M Buy
149,397
+11,509
+8% +$578K 0.39% 58
2025
Q4 		$6.92M Buy
137,888
+2,154
+2% +$108K 0.36% 63
2025
Q3 		$6.83M Buy
135,734
+55,628
+69% +$2.79M 0.43% 51
2025
Q2 		$4.02M Buy
80,106
+11,100
+16% +$556K 0.28% 88
2025
Q1 		$3.46M Sell
69,006
-17,103
-20% -$857K 0.26% 93
2024
Q4 		$4.31M Buy
86,109
+15,985
+23% +$800K 0.32% 81
2024
Q3 		$3.52M Buy
+70,124
New +$3.51M 0.26% 97

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
HighRoad Wealth Advisors
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
Marshall & Sterling Wealth Advisors
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $175M AUM 11.16% 1-Year Est. Return

Nations Financial Group's OBIL Position: Q3 2026 in Review

Nations Financial Group reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 54% in Q3 2026, selling an estimated $4.7M and leaving 80,930 shares worth $4.03M. The position accounts for 0.2% of the portfolio, ranked #109.

Nations Financial Group first reported a position in OBIL in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.74M in Q2 2026. 34 funds tracked by Wall St. Rank hold OBIL as of Q3 2026.

  • Nations Financial Group held 80,930 shares of US Treasury 12 Month Bill ETF worth $4.03M as of Q3 2026.
  • Nations Financial Group sold 94,043 US Treasury 12 Month Bill ETF shares in Q3 2026, an estimated $4.7M.
  • US Treasury 12 Month Bill ETF made up 0.2% of Nations Financial Group's portfolio in Q3 2026, its #109 holding.
  • Nations Financial Group first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 9 quarters since.
  • Nations Financial Group's US Treasury 12 Month Bill ETF position peaked at $8.74M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.