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Savvy Advisors Inc’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Savvy Advisors Inc’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 		– Sell
-4,780
Closed -$240K – 1196
2025
Q4 		$240K Buy
+4,780
New +$240K 0.01% 874

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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 $1.34B AUM 12.81% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Savvy Advisors Inc's OBIL Position: Q1 2026 in Review

Savvy Advisors Inc sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2026, closing a stake of 4,780 shares — an estimated $240K sold.

Savvy Advisors Inc first reported a position in OBIL in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 62 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

  • Savvy Advisors Inc reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 4,780 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $240K.
  • Savvy Advisors Inc first reported a position in US Treasury 12 Month Bill ETF in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's US Treasury 12 Month Bill ETF position peaked at $240K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.