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Perspective Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Perspective 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 		– Sell
-6,562
Closed -$329K – 72
2026
Q1 		$329K Sell
6,562
-129
-2% -$6.48K 0.21% 49
2025
Q4 		$336K Buy
+6,691
New +$336K 0.24% 46

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM

Perspective Wealth Advisors's OBIL Position: Q2 2026 in Review

Perspective Wealth Advisors sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2026, closing a stake of 6,562 shares — an estimated $329K sold.

Perspective Wealth Advisors first reported a position in OBIL in Q4 2025 and held it in 2 quarters. The position peaked at $336K in Q4 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Perspective Wealth Advisors reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2026 after selling out during the quarter.
  • Perspective Wealth Advisors sold 6,562 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $329K.
  • Perspective Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q4 2025 and held it in 2 quarters.
  • Perspective Wealth Advisors's US Treasury 12 Month Bill ETF position peaked at $336K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.