IFG Advisory’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

IFG Advisory’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	$5.59M	Buy	112,142 +111,841	+37,156%	+$5.58M	0.2%	135
2026 Q1	$15K	Sell	301 -187,689	-100%	-$9.37M	0.04%	225
2025 Q4	$9.38M	Buy	187,990 +21,103	+13%	+$1.05M	0.41%	60
2025 Q3	$8.34M	Buy	166,887 +82,593	+98%	+$4.12M	0.38%	69
2025 Q2	$4.21M	Sell	84,294 -18,473	-18%	-$922K	0.21%	125
2025 Q1	$5.14M	Buy	102,767 +89,525	+676%	+$4.47M	0.28%	90
2024 Q4	$660K	Buy	+13,242	New	+$661K	0.04%	364

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

IFG Advisory's TBIL Position: Q2 2026 in Review

IFG Advisory increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 37,156% in Q2 2026, buying an estimated $5.58M and bringing the position to 112,142 shares worth $5.59M. The position accounts for 0.2% of the portfolio, ranked #135.

IFG Advisory first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.38M in Q4 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

IFG Advisory held 112,142 shares of F/m US Treasury 3 Month Bill Fund worth $5.59M as of Q2 2026.
IFG Advisory bought 111,841 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $5.58M.
F/m US Treasury 3 Month Bill Fund made up 0.2% of IFG Advisory's portfolio in Q2 2026, its #135 holding.
IFG Advisory first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 7 quarters since.
IFG Advisory's F/m US Treasury 3 Month Bill Fund position peaked at $9.38M in Q4 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.