IA
TBIL

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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 $10.1B AUM 14.03% 1-Year Est. Return

IFG Advisory's TBIL Position: Q1 2026 in Review

IFG Advisory reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 100% in Q1 2026, selling an estimated $9.37M and leaving 301 shares worth $15K. The position accounts for 0.04% of the portfolio, ranked #225.

IFG Advisory first reported a position in TBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.38M in Q4 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • IFG Advisory held 301 shares of F/m US Treasury 3 Month Bill Fund worth $15K as of Q1 2026.
  • IFG Advisory sold 187,689 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $9.37M.
  • F/m US Treasury 3 Month Bill Fund made up 0.04% of IFG Advisory's portfolio in Q1 2026, its #225 holding.
  • IFG Advisory first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 6 quarters since.
  • IFG Advisory's F/m US Treasury 3 Month Bill Fund position peaked at $9.38M in Q4 2025.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.