RJA
OBIL icon

Raymond James & Associates’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Raymond James & Associates’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
-4,228
Closed -$211K – 3998
2023
Q4 		$211K Buy
+4,228
New +$211K ﹤0.01% 3492

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

Raymond James & Associates's OBIL Position: Q1 2024 in Review

Raymond James & Associates sold out of US Treasury 12 Month Bill ETF (OBIL) in Q1 2024, closing a stake of 4,228 shares — an estimated $211K sold.

Raymond James & Associates first reported a position in OBIL in Q4 2023 and held it in 1 quarter. The position peaked at $211K in Q4 2023. 43 funds tracked by Wall St. Rank hold OBIL as of Q1 2024.

  • Raymond James & Associates reported no remaining US Treasury 12 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James & Associates sold 4,228 US Treasury 12 Month Bill ETF shares in Q1 2024, an estimated $211K.
  • Raymond James & Associates first reported a position in US Treasury 12 Month Bill ETF in Q4 2023 and held it in 1 quarter.
  • Raymond James & Associates's US Treasury 12 Month Bill ETF position peaked at $211K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.