Aptus Capital Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Aptus Capital Advisors’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	$2.22M	Buy	44,576 +35,676	+401%	+$1.78M	0.02%	488
2026 Q1	$444K	Hold	8,900	–	–	﹤0.01%	751
2025 Q4	$444K	Hold	8,900	–	–	﹤0.01%	773
2025 Q3	$445K	Hold	8,900	–	–	﹤0.01%	727
2025 Q2	$445K	Sell	8,900 -200	-2%	-$9.98K	﹤0.01%	706
2025 Q1	$455K	Sell	9,100 -26,016	-74%	-$1.3M	﹤0.01%	664
2024 Q4	$1.75M	Buy	35,116 +25,616	+270%	+$1.28M	0.02%	418
2024 Q3	$475K	Sell	9,500 -750	-7%	-$37.4K	0.01%	551
2024 Q2	$513K	Buy	10,250 +200	+2%	+$9.99K	0.01%	507
2024 Q1	$503K	Buy	+10,050	New	+$502K	0.01%	515

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

Aptus Capital Advisors's TBIL Position: Q2 2026 in Review

Aptus Capital Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 401% in Q2 2026, buying an estimated $1.78M and bringing the position to 44,576 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #488.

Aptus Capital Advisors first reported a position in TBIL in Q1 2024 and has held it in 10 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Aptus Capital Advisors held 44,576 shares of F/m US Treasury 3 Month Bill Fund worth $2.22M as of Q2 2026.
Aptus Capital Advisors bought 35,676 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $1.78M.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #488 holding.
Aptus Capital Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 10 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.