AWA
Amplius Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
20,531
-300
| -1% | -$15.1K | 0.1% | 80 |
|
|
2025
Q1 | $1.05M | Sell |
20,831
-3,583
| -15% | -$180K | 0.11% | 73 |
|
|
2024
Q4 | $1.22M | Sell |
24,414
-18,136
| -43% | -$908K | 0.13% | 67 |
|
|
2024
Q3 | $2.14M | Sell |
42,550
-9,958
| -19% | -$501K | 0.23% | 49 |
|
|
2024
Q2 | $2.62M | Sell |
52,508
-16,258
| -24% | -$811K | 0.29% | 45 |
|
|
2024
Q1 | $3.44M | Sell |
68,766
-350,462
| -84% | -$17.5M | 0.39% | 39 |
|
|
2023
Q4 | $20.9M | Sell |
419,228
-5,527
| -1% | -$276K | 2.53% | 16 |
|
|
2023
Q3 | $21.2M | Buy |
424,755
+31,470
| +8% | +$1.57M | 2.84% | 12 |
|
|
2023
Q2 | $19.6M | Buy |
+393,285
| New | +$19.6M | 2.64% | 12 |
|