HCA
TBIL

Heck Capital Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Heck Capital Advisors’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
Q2 		– Sell
-4,598
Closed -$230K – 208
2024
Q1 		$230K Buy
4,598
+506
+12% +$25.3K 0.04% 132
2023
Q4 		$204K Buy
4,092
+1,693
+71% +$84.6K 0.03% 133
2023
Q3 		$120K Sell
2,399
-633
-21% -$31.6K 0.02% 134
2023
Q2 		$152K Buy
+3,032
New +$152K 0.03% 129

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Heck Capital Advisors's TBIL Position: Q2 2024 in Review

Heck Capital Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2024, closing a stake of 4,598 shares — an estimated $230K sold.

Heck Capital Advisors first reported a position in TBIL in Q2 2023 and held it in 4 quarters. The position peaked at $230K in Q1 2024. 197 funds tracked by Wall St. Rank hold TBIL as of Q2 2024.

  • Heck Capital Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 4,598 F/m US Treasury 3 Month Bill Fund shares in Q2 2024, an estimated $230K.
  • Heck Capital Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and held it in 4 quarters.
  • Heck Capital Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $230K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2024.

Based on Heck Capital Advisors's 13F filing for Q2 2024, filed 19 May 2025.