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 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 $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

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

Valtinson Bruner Financial Planning's OBIL Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its US Treasury 12 Month Bill ETF (OBIL) stake by 0.09% in Q1 2026, buying an estimated $452 and bringing the position to 10,012 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #83.

Valtinson Bruner Financial Planning first reported a position in OBIL in Q3 2024 and has held it in 7 quarters since. The position peaked at $503K in Q3 2025. 62 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

Valtinson Bruner Financial Planning held 10,012 shares of US Treasury 12 Month Bill ETF worth $501K as of Q1 2026.
Valtinson Bruner Financial Planning bought 9 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $452.
US Treasury 12 Month Bill ETF made up 0.14% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #83 holding.
Valtinson Bruner Financial Planning first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 7 quarters since.
Valtinson Bruner Financial Planning's US Treasury 12 Month Bill ETF position peaked at $503K in Q3 2025.
62 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.