Sax Wealth Advisors
OBIL icon

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
Q3 		$336K Sell
6,746
-199
-3% -$9.95K 0.01% 551
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

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
HWA
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sax Wealth Advisors's OBIL Position: Q3 2026 in Review

Sax Wealth Advisors reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 2.9% in Q3 2026, selling an estimated $9.95K and leaving 6,746 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #551.

Sax Wealth Advisors first reported a position in OBIL in Q1 2025 and has held it in 7 quarters since. The position peaked at $716K in Q1 2025. 5 funds tracked by Wall St. Rank hold OBIL as of Q3 2026.

  • Sax Wealth Advisors held 6,746 shares of US Treasury 12 Month Bill ETF worth $336K as of Q3 2026.
  • Sax Wealth Advisors sold 199 US Treasury 12 Month Bill ETF shares in Q3 2026, an estimated $9.95K.
  • US Treasury 12 Month Bill ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #551 holding.
  • Sax Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q1 2025 and has held it in 7 quarters since.
  • Sax Wealth Advisors's US Treasury 12 Month Bill ETF position peaked at $716K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.