Western Wealth Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Western Wealth 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 Q2	$255K	Buy	+5,097	New	+$255K	0.01%	884

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

Western Wealth Management's OBIL Position: Q2 2026 in Review

Western Wealth Management opened a new position in US Treasury 12 Month Bill ETF (OBIL) in Q2 2026: 5,097 shares worth $255K. The stake represents 0.01% of the portfolio and ranks #884 among its holdings.

65 funds tracked by Wall St. Rank hold OBIL as of Q2 2026.

Western Wealth Management held 5,097 shares of US Treasury 12 Month Bill ETF worth $255K as of Q2 2026.
US Treasury 12 Month Bill ETF was a new Western Wealth Management position in Q2 2026.
US Treasury 12 Month Bill ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #884 holding.
65 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.