PPP
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Private Portfolio Partners’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Private Portfolio Partners’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 		$453K Buy
9,055
+2,147
+31% +$107K 0.08% 178
2024
Q3 		$347K Buy
6,908
+1,324
+24% +$66.2K 0.07% 203
2024
Q2 		$278K Buy
+5,584
New +$278K 0.23% 71

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Portfolio Partners's OBIL Position: Q4 2024 in Review

Private Portfolio Partners increased its US Treasury 12 Month Bill ETF (OBIL) stake by 31% in Q4 2024, buying an estimated $107K and bringing the position to 9,055 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #178.

Private Portfolio Partners first reported a position in OBIL in Q2 2024 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold OBIL as of Q4 2024.

  • Private Portfolio Partners held 9,055 shares of US Treasury 12 Month Bill ETF worth $453K as of Q4 2024.
  • Private Portfolio Partners bought 2,147 US Treasury 12 Month Bill ETF shares in Q4 2024, an estimated $107K.
  • US Treasury 12 Month Bill ETF made up 0.08% of Private Portfolio Partners's portfolio in Q4 2024, its #178 holding.
  • Private Portfolio Partners first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.