Raymond James Financial
OBIL icon

Raymond James Financial’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Raymond James Financial’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
Q1 		$8.14M Buy
162,493
+63,835
+65% +$3.2M ﹤0.01% 2193
2025
Q4 		$4.95M Buy
98,658
+11,910
+14% +$598K ﹤0.01% 2521
2025
Q3 		$4.36M Buy
86,748
+6,696
+8% +$336K ﹤0.01% 2557
2025
Q2 		$4.02M Buy
80,052
+32,812
+69% +$1.64M ﹤0.01% 2525
2025
Q1 		$2.37M Sell
47,240
-6,293
-12% -$315K ﹤0.01% 2866
2024
Q4 		$2.68M Buy
+53,533
New +$2.68M ﹤0.01% 2757

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 $1.66T AUM 25.57% 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 $524M AUM 16.59% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's OBIL Position: Q1 2026 in Review

Raymond James Financial increased its US Treasury 12 Month Bill ETF (OBIL) stake by 65% in Q1 2026, buying an estimated $3.2M and bringing the position to 162,493 shares worth $8.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Raymond James Financial first reported a position in OBIL in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

  • Raymond James Financial held 162,493 shares of US Treasury 12 Month Bill ETF worth $8.14M as of Q1 2026.
  • Raymond James Financial bought 63,835 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $3.2M.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2193 holding.
  • Raymond James Financial first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.