GBWM
TBIL

Granite Bay Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Granite Bay Wealth 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
2024
Q1 		– Sell
-29,629
Closed -$1.48M – 265
2023
Q4 		$1.48M Buy
29,629
+385
+1% +$19.2K 0.01% 183
2023
Q3 		$1.46M Buy
+29,244
New +$1.46M 0.01% 191

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Granite Bay Wealth Management's TBIL Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2024, closing a stake of 29,629 shares — an estimated $1.48M sold.

Granite Bay Wealth Management first reported a position in TBIL in Q3 2023 and held it in 2 quarters. The position peaked at $1.48M in Q4 2023. 182 funds tracked by Wall St. Rank hold TBIL as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 29,629 F/m US Treasury 3 Month Bill Fund shares in Q1 2024, an estimated $1.48M.
  • Granite Bay Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $1.48M in Q4 2023.
  • 182 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.