CIA
TBIL

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

Concurrent Investment 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
Q1 		$2.15M Sell
43,038
-33,825
-44% -$1.69M 0.02% 592
2025
Q4 		$3.83M Buy
76,863
+10,139
+15% +$506K 0.04% 391
2025
Q3 		$3.34M Sell
66,724
-3,490
-5% -$174K 0.06% 326
2025
Q2 		$3.51M Buy
70,214
+7,485
+12% +$374K 0.07% 291
2025
Q1 		$3.14M Buy
62,729
+18,910
+43% +$944K 0.08% 267
2024
Q4 		$2.18M Buy
43,819
+21,942
+100% +$1.1M 0.06% 303
2024
Q3 		$1.09M Buy
21,877
+3,808
+21% +$190K 0.03% 436
2024
Q2 		$904K Buy
18,069
+667
+4% +$33.3K 0.03% 453
2024
Q1 		$871K Sell
17,402
-893
-5% -$44.6K 0.04% 403
2023
Q4 		$912K Buy
+18,295
New +$914K 0.04% 350

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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