BWP
TBIL

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

BSW Wealth 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
2024
Q3 		– Sell
-8,016
Closed -$401K – 331
2024
Q2 		$401K Sell
8,016
-180
-2% -$8.99K 0.07% 161
2024
Q1 		$410K Buy
+8,196
New +$409K 0.07% 163

Other funds holding TBIL

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BSW Wealth Partners's TBIL Position: Q3 2024 in Review

BSW Wealth Partners sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2024, closing a stake of 8,016 shares — an estimated $401K sold.

BSW Wealth Partners first reported a position in TBIL in Q1 2024 and held it in 2 quarters. The position peaked at $410K in Q1 2024. 220 funds tracked by Wall St. Rank hold TBIL as of Q3 2024.

  • BSW Wealth Partners reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 8,016 F/m US Treasury 3 Month Bill Fund shares in Q3 2024, an estimated $401K.
  • BSW Wealth Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and held it in 2 quarters.
  • BSW Wealth Partners's F/m US Treasury 3 Month Bill Fund position peaked at $410K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.