First Heartland Consultants’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

First Heartland Consultants’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	-12,762	Closed	-$642K	–	490
2024 Q3	$642K	Sell	12,762 -10,935	-46%	-$547K	0.07%	197
2024 Q2	$1.18K	Buy	23,697 +3,994	+20%	+$199K	0.08%	150
2024 Q1	$984K	Sell	19,703 -6,961	-26%	-$348K	0.1%	168
2023 Q4	$1.33M	Buy	26,664 +5,916	+29%	+$295K	0.16%	123
2023 Q3	$1.03M	Buy	+20,748	New	+$1.03M	0.13%	142

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

First Heartland Consultants's OBIL Position: Q4 2024 in Review

First Heartland Consultants sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2024, closing a stake of 12,762 shares — an estimated $642K sold.

First Heartland Consultants first reported a position in OBIL in Q3 2023 and held it in 5 quarters. The position peaked at $1.33M in Q4 2023. 54 funds tracked by Wall St. Rank hold OBIL as of Q4 2024.

First Heartland Consultants reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 12,762 US Treasury 12 Month Bill ETF shares in Q4 2024, an estimated $642K.
First Heartland Consultants first reported a position in US Treasury 12 Month Bill ETF in Q3 2023 and held it in 5 quarters.
First Heartland Consultants's US Treasury 12 Month Bill ETF position peaked at $1.33M in Q4 2023.
54 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.