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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Clarus Group's TBIL Position: Q2 2026 in Review

Clarus Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 34% in Q2 2026, buying an estimated $449K and bringing the position to 35,676 shares worth $1.78M. The position accounts for 0.6% of the portfolio, ranked #22.

Clarus Group first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Clarus Group held 35,676 shares of F/m US Treasury 3 Month Bill Fund worth $1.78M as of Q2 2026.
Clarus Group bought 9,000 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $449K.
F/m US Treasury 3 Month Bill Fund made up 0.6% of Clarus Group's portfolio in Q2 2026, its #22 holding.
Clarus Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.