Clarus Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Clarus Group’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 Q3	$2.05M	Buy	41,076 +5,400	+15%	+$270K	0.68%	23
2026 Q2	$1.78M	Buy	35,676 +9,000	+34%	+$449K	0.6%	22
2026 Q1	$1.33M	Sell	26,676 -2,400	-8%	-$120K	0.48%	26
2025 Q4	$1.45M	Hold	29,076	–	–	0.52%	25
2025 Q3	$1.45M	Hold	29,076	–	–	0.51%	25
2025 Q2	$1.45M	Sell	29,076 -2,578	-8%	-$129K	0.53%	22
2025 Q1	$1.58M	Buy	31,654 +5,638	+22%	+$282K	0.61%	21
2024 Q4	$1.3M	Buy	26,016 +21,016	+420%	+$1.05M	0.46%	24
2024 Q3	$250K	Buy	+5,000	New	+$250K	0.11%	94

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Clarus Group's TBIL Position: Q3 2026 in Review

Clarus Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 15% in Q3 2026, buying an estimated $270K and bringing the position to 41,076 shares worth $2.05M. The position accounts for 0.68% of the portfolio, ranked #23.

Clarus Group first reported a position in TBIL in Q3 2024 and has held it in 9 quarters since. 210 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Clarus Group held 41,076 shares of F/m US Treasury 3 Month Bill Fund worth $2.05M as of Q3 2026.
Clarus Group bought 5,400 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $270K.
F/m US Treasury 3 Month Bill Fund made up 0.68% of Clarus Group's portfolio in Q3 2026, its #23 holding.
Clarus Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 9 quarters since.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Clarus Group's 13F filing for Q3 2026, filed 21 Oct 2026.