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Raymond James Financial Services Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$585K Buy
11,645
+6,975
+149% +$349K ﹤0.01% 2510
2024
Q2 		$233K Buy
+4,670
New +$233K ﹤0.01% 3027

Other funds holding OBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial Services Advisors's OBIL Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its US Treasury 12 Month Bill ETF (OBIL) stake by 149% in Q3 2024, buying an estimated $349K and bringing the position to 11,645 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Raymond James Financial Services Advisors first reported a position in OBIL in Q2 2024 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold OBIL as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,645 shares of US Treasury 12 Month Bill ETF worth $585K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 6,975 US Treasury 12 Month Bill ETF shares in Q3 2024, an estimated $349K.
  • US Treasury 12 Month Bill ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2510 holding.
  • Raymond James Financial Services Advisors first reported a position in US Treasury 12 Month Bill ETF in Q2 2024 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.