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

Freedom 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	-17,281	Closed	-$864K	–	641
2025 Q2	$864K	Sell	17,281 -73	-0.4%	-$3.64K	0.07%	290
2025 Q1	$868K	Sell	17,354 -433	-2%	-$21.6K	0.07%	276
2024 Q4	$887K	Sell	17,787 -934	-5%	-$46.6K	0.07%	270
2024 Q3	$937K	Sell	18,721 -852	-4%	-$42.5K	0.07%	262
2024 Q2	$979K	Sell	19,573 -6,474	-25%	-$323K	0.08%	241
2024 Q1	$1.3M	Buy	+26,047	New	+$1.3M	0.1%	187

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 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 $2.17B AUM 19.33% 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 $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Freedom Investment Management's TBIL Position: Q3 2025 in Review

Freedom Investment Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 17,281 shares — an estimated $864K sold.

Freedom Investment Management first reported a position in TBIL in Q1 2024 and held it in 6 quarters. The position peaked at $1.3M in Q1 2024. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Freedom Investment Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 17,281 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $864K.
Freedom Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and held it in 6 quarters.
Freedom Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $1.3M in Q1 2024.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.