IA
TBIL

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
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 – 3337
2023
Q3 		$851 Buy
+17
New +$850 ﹤0.01% 3034

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 $376B 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 $501B 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