Cetera Investment Advisers’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Cetera Investment Advisers’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	$22.2M	Buy	444,339 +34,639	+8%	+$1.73M	0.02%	635
2025 Q4	$20.4M	Buy	409,700 +10,812	+3%	+$540K	0.02%	659
2025 Q3	$19.9M	Buy	398,888 +5,444	+1%	+$272K	0.02%	652
2025 Q2	$19.7M	Sell	393,444 -4,563	-1%	-$228K	0.03%	528
2025 Q1	$19.9M	Sell	398,007 -15,687	-4%	-$783K	0.04%	470
2024 Q4	$20.6M	Sell	413,694 -100,607	-20%	-$5.02M	0.04%	419
2024 Q3	$25.7M	Sell	514,301 -52,745	-9%	-$2.63M	0.06%	348
2024 Q2	$28.4M	Buy	567,046 +117,915	+26%	+$5.89M	0.07%	299
2024 Q1	$22.5M	Buy	449,131 +295,938	+193%	+$14.8M	0.05%	355
2023 Q4	$7.64M	Buy	153,193 +43,922	+40%	+$2.19M	0.06%	300
2023 Q3	$5.47M	Buy	109,271 +105,035	+2,480%	+$5.25M	0.05%	386
2023 Q2	$212K	Buy	+4,236	New	+$212K	﹤0.01%	1949

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

Cetera Investment Advisers's TBIL Position: Q1 2026 in Review

Cetera Investment Advisers increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.5% in Q1 2026, buying an estimated $1.73M and bringing the position to 444,339 shares worth $22.2M. The position accounts for 0.02% of the portfolio, ranked #635.

Cetera Investment Advisers first reported a position in TBIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $28.4M in Q2 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Cetera Investment Advisers held 444,339 shares of F/m US Treasury 3 Month Bill Fund worth $22.2M as of Q1 2026.
Cetera Investment Advisers bought 34,639 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $1.73M.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #635 holding.
Cetera Investment Advisers first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 12 quarters since.
Cetera Investment Advisers's F/m US Treasury 3 Month Bill Fund position peaked at $28.4M in Q2 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.