AF
TBIL

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

Apollon 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
Q2 		$845K Buy
16,944
+955
+6% +$47.7K 0.1% 156
2026
Q1 		$797K Buy
15,989
+1,280
+9% +$63.9K 0.11% 147
2025
Q4 		$734K Buy
14,709
+8,927
+154% +$446K 0.11% 146
2025
Q3 		$289K Buy
+5,782
New +$289K 0.05% 201

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apollon Financial's TBIL Position: Q2 2026 in Review

Apollon Financial increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6% in Q2 2026, buying an estimated $47.7K and bringing the position to 16,944 shares worth $845K. The position accounts for 0.1% of the portfolio, ranked #156.

Apollon Financial first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Apollon Financial held 16,944 shares of F/m US Treasury 3 Month Bill Fund worth $845K as of Q2 2026.
  • Apollon Financial bought 955 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $47.7K.
  • F/m US Treasury 3 Month Bill Fund made up 0.1% of Apollon Financial's portfolio in Q2 2026, its #156 holding.
  • Apollon Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.