Financial Advocates Investment Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Financial Advocates Investment Management’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	-33,032	Closed	-$1.65M	–	540
2025 Q2	$1.65M	Buy	33,032 +6,687	+25%	+$334K	0.13%	151
2025 Q1	$1.32M	Buy	26,345 +2,522	+11%	+$126K	0.09%	221
2024 Q4	$1.19M	Buy	23,823 +9,257	+64%	+$462K	0.07%	263
2024 Q3	$729K	Buy	14,566 +5,961	+69%	+$298K	0.04%	371
2024 Q2	$430K	Buy	+8,605	New	+$430K	0.03%	469

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Financial Advocates Investment Management's TBIL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 33,032 shares — an estimated $1.65M sold.

Financial Advocates Investment Management first reported a position in TBIL in Q2 2024 and held it in 5 quarters. The position peaked at $1.65M in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Financial Advocates Investment Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 33,032 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $1.65M.
Financial Advocates Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 5 quarters.
Financial Advocates Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $1.65M 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 Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.