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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$290K	Sell	5,801 -537	-8%	-$26.9K	0.01%	1141
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 $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

Sigma Planning Corp's OBIL Position: Q2 2026 in Review

Sigma Planning Corp reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 8.5% in Q2 2026, selling an estimated $26.9K and leaving 5,801 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #1141.

Sigma Planning Corp first reported a position in OBIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $510K in Q3 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Sigma Planning Corp held 5,801 shares of US Treasury 12 Month Bill ETF worth $290K as of Q2 2026.
Sigma Planning Corp sold 537 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $26.9K.
US Treasury 12 Month Bill ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1141 holding.
Sigma Planning Corp first reported a position in US Treasury 12 Month Bill ETF in Q2 2023 and has held it in 12 quarters since.
Sigma Planning Corp's US Treasury 12 Month Bill ETF position peaked at $510K in Q3 2024.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.