HGERS
TBIL

Householder Group Estate & Retirement Specialist’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$15K Sell
315
-88,121
-100% -$4.4M 0.01% 323
2024
Q3 		$4.42M Buy
88,436
+3,768
+4% +$188K 1.29% 16
2024
Q2 		$4.24M Buy
84,668
+19,414
+30% +$969K 1.19% 18
2024
Q1 		$3.26M Buy
65,254
+9,836
+18% +$491K 0.97% 19
2023
Q4 		$2.76M Buy
55,418
+4,385
+9% +$219K 0.91% 19
2023
Q3 		$2.56M Buy
+51,033
New +$2.55M 0.92% 21
2023
Q1 		$38K Buy
+765
New +$38.2K 0.01% 496

Other funds holding TBIL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TBIL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 100% in Q4 2024, selling an estimated $4.4M and leaving 315 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #323.

Householder Group Estate & Retirement Specialist first reported a position in TBIL in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.42M in Q3 2024. 247 funds tracked by Wall St. Rank hold TBIL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 315 shares of F/m US Treasury 3 Month Bill Fund worth $15K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 88,121 F/m US Treasury 3 Month Bill Fund shares in Q4 2024, an estimated $4.4M.
  • F/m US Treasury 3 Month Bill Fund made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #323 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's F/m US Treasury 3 Month Bill Fund position peaked at $4.42M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.