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 Q2	$5.82M	Buy	116,773 +72,478	+164%	+$3.62M	0.12%	179
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameritas Advisory Services's TBIL Position: Q2 2026 in Review

Ameritas Advisory Services increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 164% in Q2 2026, buying an estimated $3.62M and bringing the position to 116,773 shares worth $5.82M. The position accounts for 0.12% of the portfolio, ranked #179.

Ameritas Advisory Services first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.17M in Q1 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Ameritas Advisory Services held 116,773 shares of F/m US Treasury 3 Month Bill Fund worth $5.82M as of Q2 2026.
Ameritas Advisory Services bought 72,478 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $3.62M.
F/m US Treasury 3 Month Bill Fund made up 0.12% of Ameritas Advisory Services's portfolio in Q2 2026, its #179 holding.
Ameritas Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
Ameritas Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $8.17M in Q1 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.