AP
TBIL

Americana Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Americana Partners’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
2024
Q3 		– Sell
-4,069
Closed -$204K – 383
2024
Q2 		$204K Hold
4,069
– – 0.02% 340
2024
Q1 		$204K Hold
4,069
– – 0.02% 333
2023
Q4 		$203K Sell
4,069
-700
-15% -$35K 0.02% 305
2023
Q3 		$239K Buy
+4,769
New +$238K 0.03% 265

Other funds holding TBIL

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Americana Partners's TBIL Position: Q3 2024 in Review

Americana Partners sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2024, closing a stake of 4,069 shares — an estimated $204K sold.

Americana Partners first reported a position in TBIL in Q3 2023 and held it in 4 quarters. The position peaked at $239K in Q3 2023. 220 funds tracked by Wall St. Rank hold TBIL as of Q3 2024.

  • Americana Partners reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2024 after selling out during the quarter.
  • Americana Partners sold 4,069 F/m US Treasury 3 Month Bill Fund shares in Q3 2024, an estimated $204K.
  • Americana Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 4 quarters.
  • Americana Partners's F/m US Treasury 3 Month Bill Fund position peaked at $239K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2024.

Based on Americana Partners's 13F filing for Q3 2024, filed 28 Oct 2024.