Retirement Capital Strategies’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Retirement Capital Strategies’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	$607K	Sell	12,115 -9,767	-45%	-$490K	0.23%	43
2025 Q4	$1.1M	Sell	21,882 -21,517	-50%	-$1.08M	0.41%	39
2025 Q3	$2.18M	Buy	43,399 +3	+0%	+$150	0.84%	33
2025 Q2	$2.18M	Buy	43,396 +33,396	+334%	+$1.67M	0.86%	31
2025 Q1	$502K	Hold	10,000	–	–	0.2%	60
2024 Q4	$501K	Buy	+10,000	New	+$501K	0.19%	56

Other funds holding OBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Capital Strategies's OBIL Position: Q1 2026 in Review

Retirement Capital Strategies reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 45% in Q1 2026, selling an estimated $490K and leaving 12,115 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #43.

Retirement Capital Strategies first reported a position in OBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q3 2025. 62 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

Retirement Capital Strategies held 12,115 shares of US Treasury 12 Month Bill ETF worth $607K as of Q1 2026.
Retirement Capital Strategies sold 9,767 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $490K.
US Treasury 12 Month Bill ETF made up 0.23% of Retirement Capital Strategies's portfolio in Q1 2026, its #43 holding.
Retirement Capital Strategies first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and has held it in 6 quarters since.
Retirement Capital Strategies's US Treasury 12 Month Bill ETF position peaked at $2.18M in Q3 2025.
62 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.