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

EP Wealth Advisors’s Portfolio TBIL Stock Details TBIL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$355K	Buy
2025 Q2	$675K	Buy
2025 Q1	$614K	Buy
2024 Q4	–	Sell
2024 Q3	$162K	Buy
2024 Q2	–	Sell
2024 Q1	$130K	Buy