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Stratos Wealth Advisors’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Stratos Wealth 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
Q2 		– Sell
-110,716
Closed -$5.53M – 748
2024
Q1 		$5.53M Sell
110,716
-586
-0.5% -$29.3K 0.33% 75
2023
Q4 		$5.56M Sell
111,302
-4,365
-4% -$218K 0.32% 84
2023
Q3 		$5.77M Buy
115,667
+81
+0.1% +$4.04K 0.38% 68
2023
Q2 		$5.77M Buy
115,586
+101,329
+711% +$5.07M 0.41% 60
2023
Q1 		$717K Buy
+14,257
New +$715K 0.06% 353

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
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stratos Wealth Advisors's OBIL Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of US Treasury 12 Month Bill ETF (OBIL) in Q2 2024, closing a stake of 110,716 shares — an estimated $5.53M sold.

Stratos Wealth Advisors first reported a position in OBIL in Q1 2023 and held it in 5 quarters. The position peaked at $5.77M in Q3 2023. 49 funds tracked by Wall St. Rank hold OBIL as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining US Treasury 12 Month Bill ETF position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 110,716 US Treasury 12 Month Bill ETF shares in Q2 2024, an estimated $5.53M.
  • Stratos Wealth Advisors first reported a position in US Treasury 12 Month Bill ETF in Q1 2023 and held it in 5 quarters.
  • Stratos Wealth Advisors's US Treasury 12 Month Bill ETF position peaked at $5.77M in Q3 2023.
  • 49 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.