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

Ceera Investments’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	$375K	Sell	7,512 -6,095	-45%	-$304K	0.16%	73
2026 Q1	$678K	Sell	13,607 -845	-6%	-$42.2K	0.3%	57
2025 Q4	$721K	Sell	14,452 -638	-4%	-$31.9K	0.28%	56
2025 Q3	$755K	Sell	15,090 -12,875	-46%	-$643K	0.24%	73
2025 Q2	$1.4M	Sell	27,965 -13,782	-33%	-$688K	0.43%	51
2025 Q1	$2.09M	Buy	41,747 +2,145	+5%	+$107K	0.72%	37
2024 Q4	$1.97M	Sell	39,602 -1,255	-3%	-$62.7K	0.68%	38
2024 Q3	$2.04M	Buy	40,857 +26,553	+186%	+$1.33M	0.77%	36
2024 Q2	$715K	Buy	14,304 +659	+5%	+$32.9K	0.3%	54
2024 Q1	$683K	Buy	+13,645	New	+$682K	0.3%	58

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Ceera Investments's TBIL Position: Q2 2026 in Review

Ceera Investments reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 45% in Q2 2026, selling an estimated $304K and leaving 7,512 shares worth $375K. The position accounts for 0.16% of the portfolio, ranked #73.

Ceera Investments first reported a position in TBIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Ceera Investments held 7,512 shares of F/m US Treasury 3 Month Bill Fund worth $375K as of Q2 2026.
Ceera Investments sold 6,095 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $304K.
F/m US Treasury 3 Month Bill Fund made up 0.16% of Ceera Investments's portfolio in Q2 2026, its #73 holding.
Ceera Investments first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 10 quarters since.
Ceera Investments's F/m US Treasury 3 Month Bill Fund position peaked at $2.09M in Q1 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.