AAS
TBIL

Ameritas Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Ameritas Advisory Services’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 		$2.21M Buy
44,295
+1,436
+3% +$71.7K 0.09% 213
2025
Q4 		$2.14M Buy
42,859
+33,472
+357% +$1.67M 0.08% 212
2025
Q3 		$469K Sell
9,387
-31,422
-77% -$1.57M 0.03% 410
2025
Q2 		$2.04M Sell
40,809
-122,559
-75% -$6.12M 0.11% 189
2025
Q1 		$8.17M Buy
163,368
+21,343
+15% +$1.07M 0.33% 57
2024
Q4 		$7.08M Buy
142,025
+42,369
+43% +$2.12M 0.24% 78
2024
Q3 		$4.99M Buy
99,656
+82,333
+475% +$4.11M 0.22% 113
2024
Q2 		$866K Buy
17,323
+8,689
+101% +$434K 0.03% 443
2024
Q1 		$432K Sell
8,634
-38,094
-82% -$1.9M 0.02% 590
2023
Q4 		$2.33M Sell
46,728
-15,685
-25% -$784K 0.13% 154
2023
Q3 		$3.13M Buy
+62,413
New +$3.12M 0.16% 132

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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