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

Atria Wealth Solutions’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
2025 Q2	$1.06M	Buy	21,257 +8,696	+69%	+$434K	0.02%	616
2025 Q1	$628K	Buy	12,561 +5,641	+82%	+$282K	0.01%	1089
2024 Q4	$345K	Buy	+6,920	New	+$346K	﹤0.01%	1460
2024 Q2	–	Sell	-4,071	Closed	-$204K	–	2059
2024 Q1	$204K	Sell	4,071 -1,390	-25%	-$69.4K	﹤0.01%	1823
2023 Q4	$272K	Sell	5,461 -5,204	-49%	-$260K	﹤0.01%	1564
2023 Q3	$534K	Buy	+10,665	New	+$533K	0.01%	1100

Other funds holding TBIL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's TBIL Position: Q2 2025 in Review

Atria Wealth Solutions increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 69% in Q2 2025, buying an estimated $434K and bringing the position to 21,257 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #616.

Atria Wealth Solutions first reported a position in TBIL in Q3 2023 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

Atria Wealth Solutions held 21,257 shares of F/m US Treasury 3 Month Bill Fund worth $1.06M as of Q2 2025.
Atria Wealth Solutions bought 8,696 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $434K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #616 holding.
Atria Wealth Solutions first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.