IF
TBIL

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

Integrity Financial’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
-8,418
Closed -$420K – 318
2025
Q4 		$420K Hold
8,418
– – 0.21% 84
2025
Q3 		$421K Hold
8,418
– – 0.2% 92
2025
Q2 		$421K Hold
8,418
– – 0.21% 91
2025
Q1 		$421K Buy
+8,418
New +$420K 0.24% 79

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
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

Integrity Financial's TBIL Position: Q1 2026 in Review

Integrity Financial sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 8,418 shares — an estimated $420K sold.

Integrity Financial first reported a position in TBIL in Q1 2025 and held it in 4 quarters. The position peaked at $421K in Q1 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Integrity Financial reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
  • Integrity Financial sold 8,418 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $420K.
  • Integrity Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 4 quarters.
  • Integrity Financial's F/m US Treasury 3 Month Bill Fund position peaked at $421K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.