NATIONS FINANCIAL GROUP INC, /IA/ /ADV OBIL — US TREASURY 12 MONTH BILL ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  8 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported US TREASURY 12 MONTH BILL ETF (OBIL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.43% in 2025 Q3. The latest visible filing shows OBIL at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in US TREASURY 12 MONTH BILL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OBIL was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OBIL stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held OBIL — position size vs. price
% of Fund (quarterly)    OBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 174,973 +25,576 +17.1% 0.42% $8.7M 2026-07-23 $50.05
2026 Q1 ADDED — — — 149,397 +11,509 +8.3% 0.39% $7.5M 2026-04-15 $49.69
2025 Q4 ADDED — — — 137,888 +2,154 +1.6% 0.36% $6.9M 2026-01-26 $49.40
2025 Q3 ADDED — — — 135,734 +55,628 +69.4% 0.43% $6.8M 2025-10-28 $48.99
2025 Q2 ADDED — — — 80,106 +11,100 +16.1% 0.28% $4.0M 2025-08-11 $48.48
2025 Q1 REDUCED 19.9% +1.0% ❌ 69,006 -17,103 -19.9% 0.26% $3.5M 2025-05-13 $47.94
2024 Q4 ADDED — — — 86,109 +15,985 +22.8% 0.32% $4.3M 2025-01-30 $47.44
2024 Q3 INITIATED — — — 70,124 — — 0.26% $3.5M 2024-11-04 $46.95

🏢 Other funds also holding OBIL

As of 2026 Q2 — sorted by position size

Marshall & Sterling Wealth Advisors Inc. 0.8% Formidable Asset Management, LLC 3Y 7Y 0.31% KPP Advisory Services LLC 0.13% Global View Capital Management LLC 0.12% Heck Capital Advisors, LLC 0.12% Amplius Wealth Advisors, LLC 3Y 0.04% Wealthcare Advisory Partners LLC 3Y 7Y 0.04% Crews Bank & Trust 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.01% J.W. COLE ADVISORS, INC. 3Y 0.0%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and OBIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning OBIL?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported OBIL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported OBIL position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for OBIL was 0.43% in 2025 Q3.

What is the latest reported OBIL position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 174,973 shares, equal to 0.42% of portfolio, with an estimated market value of $8.7M.

What does the chart on this OBIL ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly OBIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their OBIL position?

Based on 13F filing dates vs. subsequent OBIL price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on OBIL relative to SPY over the holding period was -11.9%.

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