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

Intrua 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	$5.91M	Buy	118,624 +103,015	+660%	+$5.14M	0.61%	30
2025 Q4	$779K	Buy	15,609 +11,520	+282%	+$575K	0.08%	184
2025 Q3	$204K	Buy	4,089 +44	+1%	+$2.2K	0.02%	435
2025 Q2	$202K	Buy	4,045 +42	+1%	+$2.1K	0.03%	361
2025 Q1	$200K	Buy	+4,003	New	+$200K	0.03%	365

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

Intrua Financial's TBIL Position: Q1 2026 in Review

Intrua Financial increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 660% in Q1 2026, buying an estimated $5.14M and bringing the position to 118,624 shares worth $5.91M. The position accounts for 0.61% of the portfolio, ranked #30.

Intrua Financial first reported a position in TBIL in Q1 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Intrua Financial held 118,624 shares of F/m US Treasury 3 Month Bill Fund worth $5.91M as of Q1 2026.
Intrua Financial bought 103,015 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $5.14M.
F/m US Treasury 3 Month Bill Fund made up 0.61% of Intrua Financial's portfolio in Q1 2026, its #30 holding.
Intrua Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.