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

IBEX Wealth 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 Q1	$19.5M	Buy	390,826 +64,226	+20%	+$3.21M	1.81%	10
2025 Q4	$16.3M	Buy	326,600 +33,279	+11%	+$1.66M	1.6%	11
2025 Q3	$14.7M	Buy	293,321 +33,306	+13%	+$1.66M	1.4%	12
2025 Q2	$13M	Buy	260,015 +30,173	+13%	+$1.51M	1.39%	16
2025 Q1	$11.5M	Buy	229,842 +18,817	+9%	+$940K	1.52%	16
2024 Q4	$10.5M	Buy	+211,025	New	+$10.5M	1.24%	18

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

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

IBEX Wealth Advisors's TBIL Position: Q1 2026 in Review

IBEX Wealth Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 20% in Q1 2026, buying an estimated $3.21M and bringing the position to 390,826 shares worth $19.5M. The position accounts for 1.81% of the portfolio, ranked #10.

IBEX Wealth Advisors first reported a position in TBIL in Q4 2024 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

IBEX Wealth Advisors held 390,826 shares of F/m US Treasury 3 Month Bill Fund worth $19.5M as of Q1 2026.
IBEX Wealth Advisors bought 64,226 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $3.21M.
F/m US Treasury 3 Month Bill Fund made up 1.81% of IBEX Wealth Advisors's portfolio in Q1 2026, its #10 holding.
IBEX Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 6 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.