Sax Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Sax Wealth Advisors’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	$348K	Sell	6,945 -1,360	-16%	-$68.1K	0.01%	419
2026 Q1	$417K	Hold	8,305	–	–	0.02%	321
2025 Q4	$417K	Sell	8,305 -5,026	-38%	-$252K	0.02%	328
2025 Q3	$671K	Sell	13,331 -476	-3%	-$23.9K	0.04%	229
2025 Q2	$693K	Sell	13,807 -454	-3%	-$22.7K	0.04%	215
2025 Q1	$716K	Buy	+14,261	New	+$715K	0.05%	175

Other funds holding OBIL

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MSWA

Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Sax Wealth Advisors's OBIL Position: Q2 2026 in Review

Sax Wealth Advisors reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 16% in Q2 2026, selling an estimated $68.1K and leaving 6,945 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #419.

Sax Wealth Advisors first reported a position in OBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $716K in Q1 2025. 11 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Sax Wealth Advisors held 6,945 shares of US Treasury 12 Month Bill ETF worth $348K as of Q2 2026.
Sax Wealth Advisors sold 1,360 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $68.1K.
US Treasury 12 Month Bill ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #419 holding.
Sax Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's US Treasury 12 Month Bill ETF position peaked at $716K in Q1 2025.
11 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.