IFG
TBIL icon

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
Q3 		$2.71M Sell
54,386
-1,734
-3% -$86.6K 0.05% 375
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Independent Financial Group's TBIL Position: Q3 2026 in Review

Independent Financial Group reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.1% in Q3 2026, selling an estimated $86.6K and leaving 54,386 shares worth $2.71M. The position accounts for 0.05% of the portfolio, ranked #375.

Independent Financial Group first reported a position in TBIL in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.65M in Q2 2024. 30 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Independent Financial Group held 54,386 shares of F/m US Treasury 3 Month Bill Fund worth $2.71M as of Q3 2026.
  • Independent Financial Group sold 1,734 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $86.6K.
  • F/m US Treasury 3 Month Bill Fund made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #375 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 15 quarters since.
  • Independent Financial Group's F/m US Treasury 3 Month Bill Fund position peaked at $9.65M in Q2 2024.
  • 30 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.