Atria Investments’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Atria Investments’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	$251K	Sell	5,029 -594	-11%	-$29.7K	﹤0.01%	1862
2025 Q4	$280K	Buy	5,623 +245	+5%	+$12.2K	﹤0.01%	1769
2025 Q3	$269K	Buy	+5,378	New	+$268K	﹤0.01%	1776
2024 Q4	–	Sell	-55,205	Closed	-$2.76M	–	1981
2024 Q3	$2.76M	Buy	+55,205	New	+$2.76M	0.03%	560
2023 Q4	–	Sell	-20,495	Closed	-$1.03M	–	942
2023 Q3	$1.03M	Buy	20,495 +254	+1%	+$12.7K	0.02%	833
2023 Q2	$1.01M	Buy	+20,241	New	+$1.01M	0.02%	819

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Atria Investments's TBIL Position: Q1 2026 in Review

Atria Investments reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 11% in Q1 2026, selling an estimated $29.7K and leaving 5,029 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Atria Investments first reported a position in TBIL in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.76M in Q3 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Atria Investments held 5,029 shares of F/m US Treasury 3 Month Bill Fund worth $251K as of Q1 2026.
Atria Investments sold 594 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $29.7K.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1862 holding.
Atria Investments first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 6 quarters since.
Atria Investments's F/m US Treasury 3 Month Bill Fund position peaked at $2.76M in Q3 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.