Valtinson Bruner Financial Planning’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Valtinson Bruner Financial Planning’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	$501K	Buy	10,019 +7	+0.1%	+$351	0.13%	90
2026 Q1	$501K	Buy	10,012 +9	+0.1%	+$452	0.14%	83
2025 Q4	$502K	Buy	10,003 +6	+0.1%	+$301	0.14%	79
2025 Q3	$503K	Buy	9,997 +10	+0.1%	+$501	0.15%	83
2025 Q2	$501K	Buy	9,987 +10	+0.1%	+$501	0.16%	77
2025 Q1	$501K	Buy	9,977 +999	+11%	+$50.1K	0.17%	71
2024 Q4	$449K	Hold	8,978	–	–	0.16%	89
2024 Q3	$451K	Buy	+8,978	New	+$449K	0.16%	90

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

Valtinson Bruner Financial Planning's OBIL Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its US Treasury 12 Month Bill ETF (OBIL) stake by 0.07% in Q2 2026, buying an estimated $351 and bringing the position to 10,019 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #90.

Valtinson Bruner Financial Planning first reported a position in OBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $503K in Q3 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Valtinson Bruner Financial Planning held 10,019 shares of US Treasury 12 Month Bill ETF worth $501K as of Q2 2026.
Valtinson Bruner Financial Planning bought 7 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $351.
US Treasury 12 Month Bill ETF made up 0.13% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #90 holding.
Valtinson Bruner Financial Planning first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 8 quarters since.
Valtinson Bruner Financial Planning's US Treasury 12 Month Bill ETF position peaked at $503K in Q3 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.