Independent Advisor Alliance’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Independent Advisor Alliance’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	$60.3M	Buy	1,210,006 +1,158,816	+2,264%	+$57.9M	0.65%	29
2025 Q4	$2.55M	Buy	51,190 +15,828	+45%	+$790K	0.06%	259
2025 Q3	$1.77M	Buy	+35,362	New	+$1.77M	0.05%	322
2025 Q1	–	Sell	-1,325,522	Closed	-$66.1M	–	1313
2024 Q4	$66.1M	Buy	+1,325,522	New	+$66.2M	0.88%	17

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Independent Advisor Alliance's TBIL Position: Q1 2026 in Review

Independent Advisor Alliance increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 2,264% in Q1 2026, buying an estimated $57.9M and bringing the position to 1,210,006 shares worth $60.3M. The position accounts for 0.65% of the portfolio, ranked #29.

Independent Advisor Alliance first reported a position in TBIL in Q4 2024 and has held it in 4 quarters since. The position peaked at $66.1M in Q4 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Independent Advisor Alliance held 1,210,006 shares of F/m US Treasury 3 Month Bill Fund worth $60.3M as of Q1 2026.
Independent Advisor Alliance bought 1,158,816 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $57.9M.
F/m US Treasury 3 Month Bill Fund made up 0.65% of Independent Advisor Alliance's portfolio in Q1 2026, its #29 holding.
Independent Advisor Alliance first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 4 quarters since.
Independent Advisor Alliance's F/m US Treasury 3 Month Bill Fund position peaked at $66.1M in Q4 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.