IFG
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Independent Financial Group’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-4,129
Closed -$206K – 1043
2023
Q4 		$206K Sell
4,129
-2,446
-37% -$122K 0.01% 884
2023
Q3 		$328K Buy
+6,575
New +$328K 0.02% 623

Other funds holding OBIL

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Independent Financial Group's OBIL Position: Q1 2024 in Review

Independent Financial Group sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2024, closing a stake of 4,129 shares — an estimated $206K sold.

Independent Financial Group first reported a position in OBIL in Q3 2023 and held it in 2 quarters. The position peaked at $328K in Q3 2023. 43 funds tracked by Wall St. Rank hold OBIL as of Q1 2024.

  • Independent Financial Group reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 4,129 US Treasury 12 Month Bill ETF shares in Q1 2024, an estimated $206K.
  • Independent Financial Group first reported a position in US Treasury 12 Month Bill ETF in Q3 2023 and held it in 2 quarters.
  • Independent Financial Group's US Treasury 12 Month Bill ETF position peaked at $328K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.