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

IFP 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 Q2	$1.6M	Sell	32,155 -7,259	-18%	-$362K	0.03%	559
2026 Q1	$1.97M	Buy	39,414 +3,483	+10%	+$174K	0.04%	457
2025 Q4	$1.79M	Buy	35,931 +997	+3%	+$49.8K	0.04%	446
2025 Q3	$1.75M	Buy	34,934 +3,687	+12%	+$184K	0.05%	413
2025 Q2	$1.56M	Buy	31,247 +6,493	+26%	+$324K	0.04%	421
2025 Q1	$1.24M	Buy	24,754 +10,568	+74%	+$528K	0.04%	501
2024 Q4	$707K	Sell	14,186 -9,019	-39%	-$450K	0.02%	616
2024 Q3	$1.16M	Buy	23,205 +2,153	+10%	+$108K	0.04%	441
2024 Q2	$1.05M	Buy	+21,052	New	+$1.05M	0.04%	429
2023 Q4	–	Sell	-17	Closed	-$851	–	3333
2023 Q3	$851	Buy	+17	New	+$850	﹤0.01%	3034

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

IFP Advisors's TBIL Position: Q2 2026 in Review

IFP Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 18% in Q2 2026, selling an estimated $362K and leaving 32,155 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #559.

IFP Advisors first reported a position in TBIL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.97M in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

IFP Advisors held 32,155 shares of F/m US Treasury 3 Month Bill Fund worth $1.6M as of Q2 2026.
IFP Advisors sold 7,259 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $362K.
F/m US Treasury 3 Month Bill Fund made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #559 holding.
IFP Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 10 quarters since.
IFP Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.97M in Q1 2026.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.