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 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 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

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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Nations Financial Group's OBIL Position: Q2 2026 in Review

Nations Financial Group increased its US Treasury 12 Month Bill ETF (OBIL) stake by 17% in Q2 2026, buying an estimated $1.28M and bringing the position to 174,973 shares worth $8.74M. The position accounts for 0.42% of the portfolio, ranked #55.

Nations Financial Group first reported a position in OBIL in Q3 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Nations Financial Group held 174,973 shares of US Treasury 12 Month Bill ETF worth $8.74M as of Q2 2026.
Nations Financial Group bought 25,576 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $1.28M.
US Treasury 12 Month Bill ETF made up 0.42% of Nations Financial Group's portfolio in Q2 2026, its #55 holding.
Nations Financial Group first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 8 quarters since.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.