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Wealthquest’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Wealthquest’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
2025
Q2 		– Sell
-734,138
Closed -$36.9M – 139
2025
Q1 		$36.9M Buy
734,138
+33,536
+5% +$1.68M 3.08% 10
2024
Q4 		$35.1M Buy
700,602
+32,689
+5% +$1.64M 2.85% 11
2024
Q3 		$33.5M Buy
667,913
+21,813
+3% +$1.09M 2.95% 12
2024
Q2 		$32.2M Buy
646,100
+26,144
+4% +$1.3M 3.43% 9
2024
Q1 		$31M Buy
619,956
+1,545
+0.2% +$77.2K 3.32% 10
2023
Q4 		$30.9M Buy
+618,411
New +$30.8M 3.42% 7

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthquest's OBIL Position: Q2 2025 in Review

Wealthquest sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2025, closing a stake of 734,138 shares — an estimated $36.9M sold.

Wealthquest first reported a position in OBIL in Q4 2023 and held it in 6 quarters. The position peaked at $36.9M in Q1 2025. 58 funds tracked by Wall St. Rank hold OBIL as of Q2 2025.

  • Wealthquest reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Wealthquest sold 734,138 US Treasury 12 Month Bill ETF shares in Q2 2025, an estimated $36.9M.
  • Wealthquest first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and held it in 6 quarters.
  • Wealthquest's US Treasury 12 Month Bill ETF position peaked at $36.9M in Q1 2025.
  • 58 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2025.

Based on Wealthquest's 13F filing for Q2 2025, filed 13 Aug 2025.