Coign Capital Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Coign Capital Advisors’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	$8.54M	Sell	171,315 -13,513	-7%	-$675K	3.84%	9
2026 Q1	$9.22M	Sell	184,828 -3,537	-2%	-$177K	4.84%	6
2025 Q4	$9.4M	Sell	188,365 -29,952	-14%	-$1.5M	4.92%	6
2025 Q3	$10.9M	Buy	218,317 +60,906	+39%	+$3.04M	6.01%	4
2025 Q2	$7.87M	Sell	157,411 -20,165	-11%	-$1.01M	5.33%	6
2025 Q1	$8.88M	Buy	177,576 +64,353	+57%	+$3.21M	6.83%	4
2024 Q4	$5.65M	Buy	+113,223	New	+$5.65M	5.2%	4

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

Coign Capital Advisors's TBIL Position: Q2 2026 in Review

Coign Capital Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 7.3% in Q2 2026, selling an estimated $675K and leaving 171,315 shares worth $8.54M. The position accounts for 3.84% of the portfolio, ranked #9.

Coign Capital Advisors first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Coign Capital Advisors held 171,315 shares of F/m US Treasury 3 Month Bill Fund worth $8.54M as of Q2 2026.
Coign Capital Advisors sold 13,513 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $675K.
F/m US Treasury 3 Month Bill Fund made up 3.84% of Coign Capital Advisors's portfolio in Q2 2026, its #9 holding.
Coign Capital Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 7 quarters since.
Coign Capital Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $10.9M in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Coign Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.