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 Q2	$500K	Sell	10,010 -2,105	-17%	-$105K	0.17%	52
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 $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

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 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

Retirement Capital Strategies's OBIL Position: Q2 2026 in Review

Retirement Capital Strategies reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 17% in Q2 2026, selling an estimated $105K and leaving 10,010 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #52.

Retirement Capital Strategies first reported a position in OBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Retirement Capital Strategies held 10,010 shares of US Treasury 12 Month Bill ETF worth $500K as of Q2 2026.
Retirement Capital Strategies sold 2,105 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $105K.
US Treasury 12 Month Bill ETF made up 0.17% of Retirement Capital Strategies's portfolio in Q2 2026, its #52 holding.
Retirement Capital Strategies first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Capital Strategies's US Treasury 12 Month Bill ETF position peaked at $2.18M in Q3 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.