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WealthPlan Investment Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

WealthPlan Investment Management’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 		– Sell
-4,993
Closed -$251K – 467
2025
Q4 		$251K Hold
4,993
– – 0.02% 337
2025
Q3 		$251K Hold
4,993
– – 0.02% 295
2025
Q2 		$251K Buy
+4,993
New +$250K 0.02% 308

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
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPlan Investment Management's OBIL Position: Q1 2026 in Review

WealthPlan Investment Management sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2026, closing a stake of 4,993 shares — an estimated $251K sold.

WealthPlan Investment Management first reported a position in OBIL in Q2 2025 and held it in 3 quarters. The position peaked at $251K in Q3 2025. 63 funds tracked by Wall St. Rank hold OBIL as of Q1 2026.

  • WealthPlan Investment Management reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,993 US Treasury 12 Month Bill ETF shares in Q1 2026, an estimated $251K.
  • WealthPlan Investment Management first reported a position in US Treasury 12 Month Bill ETF in Q2 2025 and held it in 3 quarters.
  • WealthPlan Investment Management's US Treasury 12 Month Bill ETF position peaked at $251K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.