Stifel Financial’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Stifel Financial’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	$11.9M	Sell	237,223 -17,353	-7%	-$869K	0.01%	923
2026 Q1	$12.7M	Sell	254,576 -49,464	-16%	-$2.48M	0.01%	844
2025 Q4	$15.3M	Buy	304,040 +11,107	+4%	+$558K	0.01%	753
2025 Q3	$14.7M	Buy	292,933 +41,498	+17%	+$2.08M	0.01%	765
2025 Q2	$12.6M	Sell	251,435 -46,425	-16%	-$2.33M	0.01%	785
2025 Q1	$15M	Sell	297,860 -23,001	-7%	-$1.15M	0.02%	676
2024 Q4	$16.1M	Sell	320,861 -121,571	-27%	-$6.09M	0.02%	660
2024 Q3	$22.2M	Buy	442,432 +265,865	+151%	+$13.3M	0.02%	541
2024 Q2	$8.8M	Sell	176,567 -21,936	-11%	-$1.09M	0.01%	859
2024 Q1	$9.92M	Sell	198,503 -44,471	-18%	-$2.22M	0.01%	819
2023 Q4	$12.1M	Buy	242,974 +47,781	+24%	+$2.38M	0.02%	702
2023 Q3	$9.74M	Buy	195,193 +93,652	+92%	+$4.67M	0.01%	731
2023 Q2	$5.07M	Buy	+101,541	New	+$5.08M	0.01%	1027

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

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

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Stifel Financial's OBIL Position: Q2 2026 in Review

Stifel Financial reduced its US Treasury 12 Month Bill ETF (OBIL) stake by 6.8% in Q2 2026, selling an estimated $869K and leaving 237,223 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #923.

Stifel Financial first reported a position in OBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.2M in Q3 2024. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Stifel Financial held 237,223 shares of US Treasury 12 Month Bill ETF worth $11.9M as of Q2 2026.
Stifel Financial sold 17,353 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $869K.
US Treasury 12 Month Bill ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #923 holding.
Stifel Financial first reported a position in US Treasury 12 Month Bill ETF in Q2 2023 and has held it in 13 quarters since.
Stifel Financial's US Treasury 12 Month Bill ETF position peaked at $22.2M in Q3 2024.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.