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

HighTower 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
2026 Q2	$44.7M	Sell	896,609 -892,566	-50%	-$44.6M	0.04%	403
2026 Q1	$89.2M	Buy	1,789,175 +1,727,408	+2,797%	+$86.2M	0.09%	217
2025 Q4	$3.08M	Sell	61,767 -4,479	-7%	-$224K	﹤0.01%	1433
2025 Q3	$3.31M	Sell	66,246 -202,504	-75%	-$10.1M	﹤0.01%	1351
2025 Q2	$13.4M	Buy	268,750 +200,038	+291%	+$9.99M	0.02%	697
2025 Q1	$3.44M	Sell	68,712 -70,019	-50%	-$3.5M	﹤0.01%	1227
2024 Q4	$6.92M	Sell	138,731 -66,220	-32%	-$3.31M	0.01%	913
2024 Q3	$10.3M	Sell	204,951 -18,833	-8%	-$940K	0.01%	739
2024 Q2	$11.2M	Sell	223,784 -90,756	-29%	-$4.53M	0.02%	672
2024 Q1	$15.8M	Sell	314,540 -516,324	-62%	-$25.8M	0.03%	548
2023 Q4	$41.3M	Buy	830,864 +114,470	+16%	+$5.72M	0.07%	283
2023 Q3	$36.1M	Buy	716,394 +474,613	+196%	+$23.7M	0.07%	281
2023 Q2	$12.1M	Buy	241,781 +47,609	+25%	+$2.38M	0.02%	581
2023 Q1	$9.75M	Buy	+194,172	New	+$9.7M	0.02%	637

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

HighTower Advisors's TBIL Position: Q2 2026 in Review

HighTower Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 50% in Q2 2026, selling an estimated $44.6M and leaving 896,609 shares worth $44.7M. The position accounts for 0.04% of the portfolio, ranked #403.

HighTower Advisors first reported a position in TBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $89.2M in Q1 2026. 210 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

HighTower Advisors held 896,609 shares of F/m US Treasury 3 Month Bill Fund worth $44.7M as of Q2 2026.
HighTower Advisors sold 892,566 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $44.6M.
F/m US Treasury 3 Month Bill Fund made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #403 holding.
HighTower Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 14 quarters since.
HighTower Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $89.2M in Q1 2026.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.