Avantax Advisory Services’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Avantax Advisory Services’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	$222K	Buy	+4,432	New	+$222K	﹤0.01%	2133
2024 Q4	–	Sell	-5,870	Closed	-$295K	–	2246
2024 Q3	$295K	Sell	5,870 -4,414	-43%	-$221K	﹤0.01%	1760
2024 Q2	$513K	Sell	10,284 -3,104	-23%	-$155K	﹤0.01%	1344
2024 Q1	$669K	Buy	13,388 +2,909	+28%	+$145K	0.01%	914
2023 Q4	$523K	Buy	+10,479	New	+$522K	0.01%	961

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avantax Advisory Services's OBIL Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in US Treasury 12 Month Bill ETF (OBIL) in Q2 2025: 4,432 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2133 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in OBIL as recently as Q3 2024.

Avantax Advisory Services first reported a position in OBIL in Q4 2023 and has held it in 5 quarters since. The position peaked at $669K in Q1 2024. 58 funds tracked by Wall St. Rank hold OBIL as of Q2 2025.

Avantax Advisory Services held 4,432 shares of US Treasury 12 Month Bill ETF worth $222K as of Q2 2025.
US Treasury 12 Month Bill ETF was a new Avantax Advisory Services position in Q2 2025.
US Treasury 12 Month Bill ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2133 holding.
Avantax Advisory Services first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and has held it in 5 quarters since.
Avantax Advisory Services's US Treasury 12 Month Bill ETF position peaked at $669K in Q1 2024.
58 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.