Wealthcare Advisory Partners’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Wealthcare Advisory Partners’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	$2.02M	Buy	40,336 +4,853	+14%	+$243K	0.04%	360
2026 Q1	$1.78M	Buy	35,483 +1,370	+4%	+$68.8K	0.03%	388
2025 Q4	$1.71M	Buy	34,113 +262	+0.8%	+$13.2K	0.03%	394
2025 Q3	$1.7M	Sell	33,851 -24,507	-42%	-$1.23M	0.04%	381
2025 Q2	$2.93M	Sell	58,358 -8,616	-13%	-$432K	0.07%	247
2025 Q1	$3.36M	Buy	66,974 +19,218	+40%	+$963K	0.09%	191
2024 Q4	$2.39M	Buy	47,756 +37,196	+352%	+$1.86M	0.07%	236
2024 Q3	$531K	Buy	+10,560	New	+$528K	0.02%	553

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

Wealthcare Advisory Partners's OBIL Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its US Treasury 12 Month Bill ETF (OBIL) stake by 14% in Q2 2026, buying an estimated $243K and bringing the position to 40,336 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #360.

Wealthcare Advisory Partners first reported a position in OBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q1 2025. 65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Wealthcare Advisory Partners held 40,336 shares of US Treasury 12 Month Bill ETF worth $2.02M as of Q2 2026.
Wealthcare Advisory Partners bought 4,853 US Treasury 12 Month Bill ETF shares in Q2 2026, an estimated $243K.
US Treasury 12 Month Bill ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #360 holding.
Wealthcare Advisory Partners first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and has held it in 8 quarters since.
Wealthcare Advisory Partners's US Treasury 12 Month Bill ETF position peaked at $3.36M in Q1 2025.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.