IWM
TBIL

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

IHT 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
2026
Q1 		$608K Sell
12,186
-6,250
-34% -$312K 0.01% 755
2025
Q4 		$920K Buy
18,436
+332
+2% +$16.6K 0.02% 567
2025
Q3 		$905K Sell
18,104
-7,568
-29% -$378K 0.02% 563
2025
Q2 		$1.28M Buy
25,672
+2,914
+13% +$145K 0.04% 432
2025
Q1 		$1.14M Sell
22,758
-65,570
-74% -$3.27M 0.04% 436
2024
Q4 		$4.4M Sell
88,328
-42,273
-32% -$2.11M 0.14% 141
2024
Q3 		$6.53M Buy
130,601
+75,776
+138% +$3.78M 0.19% 107
2024
Q2 		$2.74M Buy
54,825
+24,976
+84% +$1.25M 0.1% 196
2024
Q1 		$1.49M Buy
29,849
+3,770
+14% +$188K 0.06% 326
2023
Q4 		$1.3M Buy
26,079
+20,253
+348% +$1.01M 0.06% 317
2023
Q3 		$292K Buy
+5,826
New +$291K 0.01% 743

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