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Principal Securities’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Principal Securities’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
-181
Closed -$9.11K – 2801
2025
Q3 		$9.11K Buy
+181
New +$9.07K ﹤0.01% 2755
2024
Q4 		– Sell
-1,737
Closed -$87.3K – 3604
2024
Q3 		$87.3K Buy
1,737
+390
+29% +$19.5K ﹤0.01% 1464
2024
Q2 		$67.2K Buy
1,347
+747
+125% +$37.2K ﹤0.01% 1479
2024
Q1 		$30K Buy
+600
New +$30K ﹤0.01% 1806

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's OBIL Position: Q4 2025 in Review

Principal Securities sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2025, closing a stake of 181 shares — an estimated $9.11K sold.

Principal Securities first reported a position in OBIL in Q1 2024 and held it in 4 quarters. The position peaked at $87.3K in Q3 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q4 2025.

  • Principal Securities reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 181 US Treasury 12 Month Bill ETF shares in Q4 2025, an estimated $9.11K.
  • Principal Securities first reported a position in US Treasury 12 Month Bill ETF in Q1 2024 and held it in 4 quarters.
  • Principal Securities's US Treasury 12 Month Bill ETF position peaked at $87.3K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.