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Financial Advocates Investment Management’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Financial Advocates Investment 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
2025
Q2 		– Sell
-4,826
Closed -$242K – 725
2025
Q1 		$242K Buy
+4,826
New +$242K 0.02% 623

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
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 $3.16B AUM 19.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's OBIL Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2025, closing a stake of 4,826 shares — an estimated $242K sold.

Financial Advocates Investment Management first reported a position in OBIL in Q1 2025 and held it in 1 quarter. The position peaked at $242K in Q1 2025. 58 funds tracked by Wall St. Rank hold OBIL as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,826 US Treasury 12 Month Bill ETF shares in Q2 2025, an estimated $242K.
  • Financial Advocates Investment Management first reported a position in US Treasury 12 Month Bill ETF in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's US Treasury 12 Month Bill ETF position peaked at $242K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.