EP
TBIL

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

Essential Partners’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
2025
Q3 		– Sell
-32
Closed -$1.6K – 2785
2025
Q2 		$1.6K Buy
+32
New +$1.6K ﹤0.01% 1383

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
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
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Essential Partners's TBIL Position: Q3 2025 in Review

Essential Partners sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 32 shares — an estimated $1.6K sold.

Essential Partners first reported a position in TBIL in Q2 2025 and held it in 1 quarter. The position peaked at $1.6K in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • Essential Partners reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 32 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $1.6K.
  • Essential Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and held it in 1 quarter.
  • Essential Partners's F/m US Treasury 3 Month Bill Fund position peaked at $1.6K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.