1834 Investment Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

1834 Investment Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,407	Closed	-$419K	–	221
2024 Q4	$419K	Sell	8,407 -20,616	-71%	-$1.03M	0.05%	167
2024 Q3	$1.45M	Hold	29,023	–	–	0.17%	97
2024 Q2	$1.45M	Sell	29,023 -1,001	-3%	-$50K	0.17%	96
2024 Q1	$1.5M	Hold	30,024	–	–	0.18%	95
2023 Q4	$1.5M	Sell	30,024 -2,187	-7%	-$109K	0.18%	95
2023 Q3	$1.61M	Hold	32,211	–	–	0.2%	96
2023 Q2	$1.61M	Hold	32,211	–	–	0.19%	98
2023 Q1	$1.61M	Buy	32,211 +20,000	+164%	+$999K	0.19%	99
2022 Q4	$609K	Buy	+12,211	New	+$609K	0.09%	121

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

1834 Investment Advisors's TBIL Position: Q1 2025 in Review

1834 Investment Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2025, closing a stake of 8,407 shares — an estimated $419K sold.

1834 Investment Advisors first reported a position in TBIL in Q4 2022 and held it in 9 quarters. The position peaked at $1.61M in Q2 2023. 266 funds tracked by Wall St. Rank hold TBIL as of Q1 2025.

1834 Investment Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2025 after selling out during the quarter.
1834 Investment Advisors sold 8,407 F/m US Treasury 3 Month Bill Fund shares in Q1 2025, an estimated $419K.
1834 Investment Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2022 and held it in 9 quarters.
1834 Investment Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.61M in Q2 2023.
266 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2025.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.