Advisornet Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Advisornet Financial’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
2026 Q1	$1.92M	Sell	38,496 -19,200	-33%	-$959K	0.1%	175
2025 Q4	$2.88M	Sell	57,696 -30,514	-35%	-$1.52M	0.15%	127
2025 Q3	$4.41M	Sell	88,210 -16,400	-16%	-$819K	0.25%	88
2025 Q2	$5.23M	Buy	104,610 +44,034	+73%	+$2.2M	0.34%	56
2025 Q1	$3.03M	Buy	60,576 +2,919	+5%	+$146K	0.22%	93
2024 Q4	$2.87M	Sell	57,657 -11,906	-17%	-$594K	0.24%	92
2024 Q3	$3.48M	Buy	69,563 +20,258	+41%	+$1.01M	0.26%	91
2024 Q2	$2.47M	Buy	+49,305	New	+$2.46M	0.22%	103

Other funds holding TBIL

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Advisornet Financial's TBIL Position: Q1 2026 in Review

Advisornet Financial reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 33% in Q1 2026, selling an estimated $959K and leaving 38,496 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #175.

Advisornet Financial first reported a position in TBIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.23M in Q2 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Advisornet Financial held 38,496 shares of F/m US Treasury 3 Month Bill Fund worth $1.92M as of Q1 2026.
Advisornet Financial sold 19,200 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $959K.
F/m US Treasury 3 Month Bill Fund made up 0.1% of Advisornet Financial's portfolio in Q1 2026, its #175 holding.
Advisornet Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 8 quarters since.
Advisornet Financial's F/m US Treasury 3 Month Bill Fund position peaked at $5.23M in Q2 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.