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

Cerity 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
2026 Q1	$2.31M	Buy	46,305 +7,401	+19%	+$370K	﹤0.01%	1410
2025 Q4	$1.94M	Buy	38,904 +1,290	+3%	+$64.4K	﹤0.01%	1383
2025 Q3	$1.88M	Buy	37,614 +30,433	+424%	+$1.52M	﹤0.01%	1324
2025 Q2	$359K	Hold	7,181	–	–	﹤0.01%	2048
2025 Q1	$359K	Buy	7,181 +3,156	+78%	+$158K	﹤0.01%	1933
2024 Q4	$201K	Sell	4,025 -41	-1%	-$2.05K	﹤0.01%	2239
2024 Q3	$203K	Sell	4,066 -28	-0.7%	-$1.4K	﹤0.01%	2314
2024 Q2	$205K	Buy	4,094 +28	+0.7%	+$1.4K	﹤0.01%	2021
2024 Q1	$203K	Sell	4,066 -446	-10%	-$22.3K	﹤0.01%	2104
2023 Q4	$225K	Buy	4,512 +465	+11%	+$23.2K	﹤0.01%	1668
2023 Q3	$203K	Buy	+4,047	New	+$202K	﹤0.01%	1281

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

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

IAA

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

PAG

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cerity Partners's TBIL Position: Q1 2026 in Review

Cerity Partners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 19% in Q1 2026, buying an estimated $370K and bringing the position to 46,305 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Cerity Partners first reported a position in TBIL in Q3 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Cerity Partners held 46,305 shares of F/m US Treasury 3 Month Bill Fund worth $2.31M as of Q1 2026.
Cerity Partners bought 7,401 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $370K.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1410 holding.
Cerity Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.