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Capital Investment Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Capital Investment Advisory Services’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 		$1.17M Buy
23,418
+7,115
+44% +$355K 0.07% 276
2026
Q1 		$813K Buy
16,303
+8,800
+117% +$439K 0.06% 300
2025
Q4 		$374K Buy
+7,503
New +$375K 0.03% 443

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Investment Advisory Services's TBIL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 44% in Q2 2026, buying an estimated $355K and bringing the position to 23,418 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #276.

Capital Investment Advisory Services first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Capital Investment Advisory Services held 23,418 shares of F/m US Treasury 3 Month Bill Fund worth $1.17M as of Q2 2026.
  • Capital Investment Advisory Services bought 7,115 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $355K.
  • F/m US Treasury 3 Month Bill Fund made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #276 holding.
  • Capital Investment Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.