Insigneo Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Insigneo Advisory Services’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	–	Sell	-4,011	Closed	-$200K	–	817
2025 Q4	$200K	Hold	4,011	–	–	0.01%	660
2025 Q3	$201K	Hold	4,011	–	–	0.01%	636
2025 Q2	$201K	Sell	4,011 -1,026	-20%	-$51.2K	0.02%	570
2025 Q1	$252K	Buy	5,037 +35	+0.7%	+$1.75K	0.03%	459
2024 Q4	$249K	Hold	5,002	–	–	0.03%	465
2024 Q3	$250K	Sell	5,002 -600	-11%	-$30K	0.03%	493
2024 Q2	$279K	Buy	+5,602	New	+$280K	0.03%	426

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

Insigneo Advisory Services's TBIL Position: Q1 2026 in Review

Insigneo Advisory Services sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 4,011 shares — an estimated $200K sold.

Insigneo Advisory Services first reported a position in TBIL in Q2 2024 and held it in 7 quarters. The position peaked at $279K in Q2 2024. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Insigneo Advisory Services reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 4,011 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $200K.
Insigneo Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 7 quarters.
Insigneo Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $279K in Q2 2024.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.