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

MPWM Advisory Solutions’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
-1,000
Closed -$50.2K – 690
2025
Q1 		$50.2K Hold
1,000
– – 0.04% 150
2024
Q4 		$50.1K Buy
+1,000
New +$50.1K 0.04% 157

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4WM
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FTUS
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Envestnet Asset Management
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EH
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UBS Group
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NFG
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MPWM Advisory Solutions's OBIL Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2025, closing a stake of 1,000 shares — an estimated $50.2K sold.

MPWM Advisory Solutions first reported a position in OBIL in Q4 2024 and held it in 2 quarters. The position peaked at $50.2K in Q1 2025. 58 funds tracked by Wall St. Rank hold OBIL as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 1,000 US Treasury 12 Month Bill ETF shares in Q2 2025, an estimated $50.2K.
  • MPWM Advisory Solutions first reported a position in US Treasury 12 Month Bill ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's US Treasury 12 Month Bill ETF position peaked at $50.2K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.