Benjamin Edwards Inc’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Benjamin Edwards Inc’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	$53.1M	Buy	1,065,523 +33,000	+3%	+$1.65M	0.48%	40
2026 Q1	$51.5M	Sell	1,032,523 -10,065	-1%	-$503K	0.51%	45
2025 Q4	$52M	Buy	1,042,588 +86,842	+9%	+$4.34M	0.58%	36
2025 Q3	$47.8M	Buy	955,746 +157,886	+20%	+$7.88M	0.54%	48
2025 Q2	$39.9M	Buy	797,860 +99,096	+14%	+$4.95M	0.51%	59
2025 Q1	$34.9M	Buy	698,764 +406,333	+139%	+$20.3M	0.49%	63
2024 Q4	$14.6M	Buy	292,431 +21,186	+8%	+$1.06M	0.21%	121
2024 Q3	$13.6M	Buy	+271,245	New	+$13.5M	0.2%	132

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Benjamin Edwards Inc's TBIL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.2% in Q2 2026, buying an estimated $1.65M and bringing the position to 1,065,523 shares worth $53.1M. The position accounts for 0.48% of the portfolio, ranked #40.

Benjamin Edwards Inc first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Benjamin Edwards Inc held 1,065,523 shares of F/m US Treasury 3 Month Bill Fund worth $53.1M as of Q2 2026.
Benjamin Edwards Inc bought 33,000 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $1.65M.
F/m US Treasury 3 Month Bill Fund made up 0.48% of Benjamin Edwards Inc's portfolio in Q2 2026, its #40 holding.
Benjamin Edwards Inc first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 8 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.