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

GoalVest Advisory’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
Q1 		– Sell
-27,000
Closed -$1.35M – 528
2024
Q4 		$1.35M Hold
27,000
– – 0.37% 47
2024
Q3 		$1.36M Buy
+27,000
New +$1.35M 0.39% 48

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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

GoalVest Advisory's OBIL Position: Q1 2025 in Review

GoalVest Advisory sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2025, closing a stake of 27,000 shares — an estimated $1.35M sold.

GoalVest Advisory first reported a position in OBIL in Q3 2024 and held it in 2 quarters. The position peaked at $1.36M in Q3 2024. 60 funds tracked by Wall St. Rank hold OBIL as of Q1 2025.

  • GoalVest Advisory reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2025 after selling out during the quarter.
  • GoalVest Advisory sold 27,000 US Treasury 12 Month Bill ETF shares in Q1 2025, an estimated $1.35M.
  • GoalVest Advisory first reported a position in US Treasury 12 Month Bill ETF in Q3 2024 and held it in 2 quarters.
  • GoalVest Advisory's US Treasury 12 Month Bill ETF position peaked at $1.36M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.