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

Independent Financial Group’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	$2.8M	Sell	56,120 -6,814	-11%	-$340K	0.05%	359
2026 Q1	$3.14M	Sell	62,934 -7,125	-10%	-$356K	0.07%	290
2025 Q4	$3.49M	Buy	70,059 +5,972	+9%	+$298K	0.08%	236
2025 Q3	$3.2M	Sell	64,087 -14,677	-19%	-$733K	0.08%	247
2025 Q2	$3.94M	Sell	78,764 -27,501	-26%	-$1.37M	0.11%	177
2025 Q1	$5.31M	Sell	106,265 -30,872	-23%	-$1.54M	0.18%	107
2024 Q4	$6.84M	Sell	137,137 -23,920	-15%	-$1.19M	0.23%	83
2024 Q3	$8.06M	Sell	161,057 -31,953	-17%	-$1.6M	0.3%	62
2024 Q2	$9.65M	Buy	193,010 +50,498	+35%	+$2.52M	0.39%	41
2024 Q1	$7.13M	Buy	142,512 +1,578	+1%	+$78.8K	0.33%	62
2023 Q4	$7.03M	Buy	140,934 +10,046	+8%	+$502K	0.38%	43
2023 Q3	$6.55M	Buy	130,888 +47,661	+57%	+$2.38M	0.43%	35
2023 Q2	$4.17M	Buy	83,227 +77,927	+1,470%	+$3.9M	0.29%	68
2023 Q1	$265K	Buy	+5,300	New	+$265K	0.02%	663

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

Independent Financial Group's TBIL Position: Q2 2026 in Review

Independent Financial Group reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 11% in Q2 2026, selling an estimated $340K and leaving 56,120 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #359.

Independent Financial Group first reported a position in TBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.65M in Q2 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Independent Financial Group held 56,120 shares of F/m US Treasury 3 Month Bill Fund worth $2.8M as of Q2 2026.
Independent Financial Group sold 6,814 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $340K.
F/m US Treasury 3 Month Bill Fund made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #359 holding.
Independent Financial Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 14 quarters since.
Independent Financial Group's F/m US Treasury 3 Month Bill Fund position peaked at $9.65M in Q2 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.