F/M Investments’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

F/M Investments’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
2024 Q4	–	Sell	-56,774	Closed	-$2.86M	–	411
2024 Q3	$2.86M	Buy	+56,774	New	+$2.84M	0.09%	198
2024 Q2	–	Sell	-62,253	Closed	-$3.11M	–	331
2024 Q1	$3.11M	Sell	62,253 -2,121	-3%	-$106K	2.1%	13
2023 Q4	$3.21M	Sell	64,374 -4,483	-7%	-$223K	1.83%	19
2023 Q3	$3.44M	Sell	68,857 -80	-0.1%	-$3.99K	2.56%	10
2023 Q2	$3.44M	Buy	68,937 +498	+0.7%	+$24.9K	2.54%	9
2023 Q1	$3.44M	Sell	68,439 -36,170	-35%	-$1.81M	3.47%	6
2022 Q4	$5.24M	Buy	+104,609	New	+$5.25M	6.34%	2

Other funds holding OBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NFG

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

F/M Investments's OBIL Position: Q4 2024 in Review

F/M Investments sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2024, closing a stake of 56,774 shares — an estimated $2.86M sold.

F/M Investments first reported a position in OBIL in Q4 2022 and held it in 7 quarters. The position peaked at $5.24M in Q4 2022. 54 funds tracked by Wall St. Rank hold OBIL as of Q4 2024.

F/M Investments reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2024 after selling out during the quarter.
F/M Investments sold 56,774 US Treasury 12 Month Bill ETF shares in Q4 2024, an estimated $2.86M.
F/M Investments first reported a position in US Treasury 12 Month Bill ETF in Q4 2022 and held it in 7 quarters.
F/M Investments's US Treasury 12 Month Bill ETF position peaked at $5.24M in Q4 2022.
54 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2024.

Based on F/M Investments's 13F filing for Q4 2024, filed 13 Feb 2025.