Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPC
Sigma Planning Corp’s
US Treasury 12 Month Bill ETF
OBIL
Stock Holding History
Sigma Planning Corp’s Portfolio
OBIL Stock Details
OBIL Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$317K
Buy
6,338
+100
+2%
+$5.02K
0.01%
1033
2025
Q4
$313K
Sell
6,238
-1,023
-14%
-$51.4K
0.01%
1005
2025
Q3
$365K
Buy
7,261
+125
+2%
+$6.27K
0.01%
957
2025
Q2
$358K
Sell
7,136
-2,120
-23%
-$106K
0.01%
927
2025
Q1
$465K
Sell
9,256
-765
-8%
-$38.3K
0.01%
770
2024
Q4
$502K
Sell
10,021
-135
-1%
-$6.76K
0.02%
741
2024
Q3
$510K
Buy
10,156
+4,244
+72%
+$212K
0.02%
737
2024
Q2
$295K
Buy
5,912
+298
+5%
+$14.8K
0.01%
933
2024
Q1
$280K
Buy
+5,614
New
+$280K
0.01%
990
2023
Q4
–
Sell
-5,727
Closed
-$286K
–
1070
2023
Q3
$286K
Buy
5,727
+1,006
+21%
+$50.1K
0.01%
940
2023
Q2
$236K
Buy
+4,721
New
+$236K
0.01%
1029
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
EH
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close