C
TBIL

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

Covestor’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
2024
Q2 		– Sell
-228
Closed -$11K – 2740
2024
Q1 		$11K Buy
228
+80
+54% +$4K 0.01% 1543
2023
Q4 		$7K Sell
148
-290
-66% -$14.5K ﹤0.01% 1734
2023
Q3 		$22K Buy
438
+56
+15% +$2.8K 0.02% 1089
2023
Q2 		$19K Sell
382
-62
-14% -$3.1K 0.01% 1168
2023
Q1 		$22K Sell
444
-24
-5% -$1.2K 0.02% 976
2022
Q4 		$23K Buy
468
+156
+50% +$7.78K 0.02% 994
2022
Q3 		$16K Buy
+312
New +$15.6K 0.01% 1074

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Covestor's TBIL Position: Q2 2024 in Review

Covestor sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2024, closing a stake of 228 shares — an estimated $11K sold.

Covestor first reported a position in TBIL in Q3 2022 and held it in 7 quarters. The position peaked at $23K in Q4 2022. 197 funds tracked by Wall St. Rank hold TBIL as of Q2 2024.

  • Covestor reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2024 after selling out during the quarter.
  • Covestor sold 228 F/m US Treasury 3 Month Bill Fund shares in Q2 2024, an estimated $11K.
  • Covestor first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2022 and held it in 7 quarters.
  • Covestor's F/m US Treasury 3 Month Bill Fund position peaked at $23K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.