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Tilson Financial Group’s US Treasury 12 Month Bill ETF OBIL Stock Holding History

Tilson Financial Group’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
2023
Q4 		– Sell
-6,891
Closed -$344K – 65
2023
Q3 		$344K Buy
+6,891
New +$343K 0.27% 51

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tilson Financial Group's OBIL Position: Q4 2023 in Review

Tilson Financial Group sold out of US Treasury 12 Month Bill ETF (OBIL) in Q4 2023, closing a stake of 6,891 shares — an estimated $344K sold.

Tilson Financial Group first reported a position in OBIL in Q3 2023 and held it in 1 quarter. The position peaked at $344K in Q3 2023. 38 funds tracked by Wall St. Rank hold OBIL as of Q4 2023.

  • Tilson Financial Group reported no remaining US Treasury 12 Month Bill ETF position as of Q4 2023 after selling out during the quarter.
  • Tilson Financial Group sold 6,891 US Treasury 12 Month Bill ETF shares in Q4 2023, an estimated $344K.
  • Tilson Financial Group first reported a position in US Treasury 12 Month Bill ETF in Q3 2023 and held it in 1 quarter.
  • Tilson Financial Group's US Treasury 12 Month Bill ETF position peaked at $344K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held US Treasury 12 Month Bill ETF as of Q4 2023.

Based on Tilson Financial Group's 13F filing for Q4 2023, filed 29 Jan 2024.