ACP
TBIL

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

Aviance Capital Partners’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 		$664K Sell
13,320
-400
-3% -$20K 0.08% 207
2025
Q4 		$684K Buy
+13,720
New +$685K 0.08% 203

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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

Aviance Capital Partners's TBIL Position: Q1 2026 in Review

Aviance Capital Partners reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 2.9% in Q1 2026, selling an estimated $20K and leaving 13,320 shares worth $664K. The position accounts for 0.08% of the portfolio, ranked #207.

Aviance Capital Partners first reported a position in TBIL in Q4 2025 and has held it in 2 quarters since. The position peaked at $684K in Q4 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Aviance Capital Partners held 13,320 shares of F/m US Treasury 3 Month Bill Fund worth $664K as of Q1 2026.
  • Aviance Capital Partners sold 400 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $20K.
  • F/m US Treasury 3 Month Bill Fund made up 0.08% of Aviance Capital Partners's portfolio in Q1 2026, its #207 holding.
  • Aviance Capital Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 2 quarters since.
  • Aviance Capital Partners's F/m US Treasury 3 Month Bill Fund position peaked at $684K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.