FTA
TBIL

Financial & Tax Architects’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Financial & Tax Architects’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
2023
Q2 		– Sell
-4,010
Closed -$201K – 86
2023
Q1 		$201K Hold
4,010
– – 0.07% 75
2022
Q4 		$200K Buy
+4,010
New +$200K 0.07% 79

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ARS
Adirondack Retirement Specialists Queensbury, New York $129M AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Financial & Tax Architects's TBIL Position: Q2 2023 in Review

Financial & Tax Architects sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2023, closing a stake of 4,010 shares — an estimated $201K sold.

Financial & Tax Architects first reported a position in TBIL in Q4 2022 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 90 funds tracked by Wall St. Rank hold TBIL as of Q2 2023.

  • Financial & Tax Architects reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2023 after selling out during the quarter.
  • Financial & Tax Architects sold 4,010 F/m US Treasury 3 Month Bill Fund shares in Q2 2023, an estimated $201K.
  • Financial & Tax Architects first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2022 and held it in 2 quarters.
  • Financial & Tax Architects's F/m US Treasury 3 Month Bill Fund position peaked at $201K in Q1 2023.
  • 90 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.