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

Apollon Wealth 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 Q2	$274K	Sell	5,500 -4,903	-47%	-$245K	﹤0.01%	1323
2026 Q1	$519K	Buy	+10,403	New	+$519K	0.01%	841
2025 Q3	–	Sell	-12,437	Closed	-$622K	–	1370
2025 Q2	$622K	Sell	12,437 -4,834	-28%	-$241K	0.01%	714
2025 Q1	$864K	Buy	+17,271	New	+$862K	0.02%	551
2024 Q4	–	Sell	-5,691	Closed	-$285K	–	1269
2024 Q3	$285K	Sell	5,691 -3,064	-35%	-$153K	0.01%	920
2024 Q2	$438K	Buy	8,755 +3,678	+72%	+$184K	0.01%	734
2024 Q1	$254K	Buy	+5,077	New	+$254K	0.01%	937

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

Apollon Wealth Management's TBIL Position: Q2 2026 in Review

Apollon Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 47% in Q2 2026, selling an estimated $245K and leaving 5,500 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Apollon Wealth Management first reported a position in TBIL in Q1 2024 and has held it in 7 quarters since. The position peaked at $864K in Q1 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Apollon Wealth Management held 5,500 shares of F/m US Treasury 3 Month Bill Fund worth $274K as of Q2 2026.
Apollon Wealth Management sold 4,903 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $245K.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1323 holding.
Apollon Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 7 quarters since.
Apollon Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $864K 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 Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.