Forum Financial Management’s US Treasury 3 Month Bill ETF TBIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.15M Buy
103,059
+193
+0.2% +$9.65K 0.08% 53
2025
Q1
$5.14M Buy
102,866
+21,610
+27% +$1.08M 0.09% 54
2024
Q4
$4.05M Buy
81,256
+2,100
+3% +$105K 0.07% 63
2024
Q3
$3.96M Buy
79,156
+38,056
+93% +$1.9M 0.07% 53
2024
Q2
$2.06M Hold
41,100
0.04% 97
2024
Q1
$2.06M Buy
+41,100
New +$2.06M 0.04% 107