Investment Research Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Investment Research Partners’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	$2.33M	Buy	46,666 +23,036	+97%	+$1.15M	0.79%	25
2026 Q1	$1.18M	Hold	23,630	–	–	0.48%	44
2025 Q4	$1.18M	Hold	23,630	–	–	0.51%	43
2025 Q3	$1.18M	Buy	+23,630	New	+$1.18M	0.53%	42

Other funds holding TBIL

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Investment Research Partners's TBIL Position: Q2 2026 in Review

Investment Research Partners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 97% in Q2 2026, buying an estimated $1.15M and bringing the position to 46,666 shares worth $2.33M. The position accounts for 0.79% of the portfolio, ranked #25.

Investment Research Partners first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Investment Research Partners held 46,666 shares of F/m US Treasury 3 Month Bill Fund worth $2.33M as of Q2 2026.
Investment Research Partners bought 23,036 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $1.15M.
F/m US Treasury 3 Month Bill Fund made up 0.79% of Investment Research Partners's portfolio in Q2 2026, its #25 holding.
Investment Research Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
257 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.