SFS
OBIL icon

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

Sunrise Financial Services’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 		$4.07M Buy
81,444
+6,940
+9% +$348K 2.42% 14
2026
Q1 		$3.73M Buy
+74,504
New +$3.74M 2.64% 13

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EH
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

Sunrise Financial Services's OBIL Position: Q2 2026 in Review

Sunrise Financial Services increased its US Treasury 12 Month Bill ETF (OBIL) stake by 9.3% in Q2 2026, buying an estimated $348K and bringing the position to 81,444 shares worth $4.07M. The position accounts for 2.42% of the portfolio, ranked #14.

Sunrise Financial Services first reported a position in OBIL in Q1 2026 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

  • Sunrise Financial Services held 81,444 shares of US Treasury 12 Month Bill ETF worth $4.07M as of Q2 2026.
  • Sunrise Financial Services bought 6,940 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $348K.
  • US Treasury 12 Month Bill ETF made up 2.42% of Sunrise Financial Services's portfolio in Q2 2026, its #14 holding.
  • Sunrise Financial Services first reported a position in US Treasury 12 Month Bill ETF in Q1 2026 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

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