B
TBIL

Bridgeworth’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Bridgeworth’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
2023
Q4 		$296K Hold
5,930
– – 0.03% 146
2023
Q3 		$297K Buy
+5,930
New +$296K 0.03% 130

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Bridgeworth's TBIL Position: Q4 2023 in Review

Bridgeworth held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q4 2023 at 5,930 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #146.

Bridgeworth first reported a position in TBIL in Q3 2023 and has held it in 2 quarters since. The position peaked at $297K in Q3 2023. 154 funds tracked by Wall St. Rank hold TBIL as of Q4 2023.

  • Bridgeworth held 5,930 shares of F/m US Treasury 3 Month Bill Fund worth $296K as of Q4 2023.
  • Bridgeworth left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q4 2023.
  • F/m US Treasury 3 Month Bill Fund made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #146 holding.
  • Bridgeworth first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 2 quarters since.
  • Bridgeworth's F/m US Treasury 3 Month Bill Fund position peaked at $297K in Q3 2023.
  • 154 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.