IGWM
TBIL

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

ICA Group 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
Q2 		$10K Sell
200
-900
-82% -$44.9K 0.01% 484
2024
Q1 		$55K Sell
1,100
-120
-10% -$6K 0.01% 537
2023
Q4 		$60.8K Buy
+1,220
New +$61K 0.01% 468
2023
Q3 		– Sell
-420
Closed -$21K – 1111
2023
Q2 		$21K Buy
+420
New +$21K 0.01% 680

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

ICA Group Wealth Management's TBIL Position: Q2 2024 in Review

ICA Group Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 82% in Q2 2024, selling an estimated $44.9K and leaving 200 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #484.

ICA Group Wealth Management first reported a position in TBIL in Q2 2023 and has held it in 4 quarters since. The position peaked at $60.8K in Q4 2023. 197 funds tracked by Wall St. Rank hold TBIL as of Q2 2024.

  • ICA Group Wealth Management held 200 shares of F/m US Treasury 3 Month Bill Fund worth $10K as of Q2 2024.
  • ICA Group Wealth Management sold 900 F/m US Treasury 3 Month Bill Fund shares in Q2 2024, an estimated $44.9K.
  • F/m US Treasury 3 Month Bill Fund made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #484 holding.
  • ICA Group Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $60.8K in Q4 2023.
  • 197 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.