Avantax Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Avantax Advisory Services’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	$1.45M	Sell	28,928 -2,601	-8%	-$130K	0.01%	961
2025 Q1	$1.58M	Sell	31,529 -83,231	-73%	-$4.16M	0.01%	871
2024 Q4	$5.72M	Buy	114,760 +2,065	+2%	+$103K	0.04%	359
2024 Q3	$5.64M	Buy	112,695 +10,980	+11%	+$548K	0.04%	360
2024 Q2	$5.09M	Buy	101,715 +2,364	+2%	+$118K	0.04%	362
2024 Q1	$4.97M	Buy	99,351 +18,647	+23%	+$932K	0.04%	308
2023 Q4	$4.02M	Buy	80,704 +58,022	+256%	+$2.9M	0.04%	319
2023 Q3	$1.14M	Buy	22,682 +9,716	+75%	+$486K	0.01%	639
2023 Q2	$650K	Buy	+12,966	New	+$648K	0.01%	845

Other funds holding TBIL

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

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

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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 $1.51B AUM 25.86% 1-Year Est. Return

Avantax Advisory Services's TBIL Position: Q2 2025 in Review

Avantax Advisory Services reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.2% in Q2 2025, selling an estimated $130K and leaving 28,928 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #961.

Avantax Advisory Services first reported a position in TBIL in Q2 2023 and has held it in 9 quarters since. The position peaked at $5.72M in Q4 2024. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

Avantax Advisory Services held 28,928 shares of F/m US Treasury 3 Month Bill Fund worth $1.45M as of Q2 2025.
Avantax Advisory Services sold 2,601 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $130K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #961 holding.
Avantax Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 9 quarters since.
Avantax Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $5.72M in Q4 2024.
276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.