American Institute for Advanced Investment Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

American Institute for Advanced Investment Management’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	–	Sell	-4,600	Closed	-$229K	–	156
2025 Q4	$229K	Hold	4,600	–	–	0.15%	138
2025 Q3	$230K	Hold	4,600	–	–	0.15%	132
2025 Q2	$230K	Hold	4,600	–	–	0.16%	129
2025 Q1	$230K	Buy	+4,600	New	+$230K	0.18%	125

Other funds holding TBIL

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $103B AUM 28.65% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 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 $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

American Institute for Advanced Investment Management's TBIL Position: Q1 2026 in Review

American Institute for Advanced Investment Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 4,600 shares — an estimated $229K sold.

American Institute for Advanced Investment Management first reported a position in TBIL in Q1 2025 and held it in 4 quarters. The position peaked at $230K in Q1 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

American Institute for Advanced Investment Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
American Institute for Advanced Investment Management sold 4,600 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $229K.
American Institute for Advanced Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 4 quarters.
American Institute for Advanced Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $230K in Q1 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.