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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B 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

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return