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

Jaffetilchin Investment 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 Q1	$5.33M	Buy	106,883 +6,530	+7%	+$326K	0.32%	55
2025 Q4	$5.01M	Buy	100,353 +7,714	+8%	+$385K	0.29%	55
2025 Q3	$4.63M	Buy	92,639 +10,329	+13%	+$516K	0.28%	60
2025 Q2	$4.12M	Sell	82,310 -2,108	-2%	-$105K	0.27%	69
2025 Q1	$4.22M	Buy	84,418 +20,808	+33%	+$1.04M	0.31%	53
2024 Q4	$3.17M	Buy	63,610 +43,563	+217%	+$2.18M	0.23%	71
2024 Q3	$1M	Buy	+20,047	New	+$1M	0.08%	147

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 $2.44B AUM 24.34% 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 $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Jaffetilchin Investment Partners's TBIL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.5% in Q1 2026, buying an estimated $326K and bringing the position to 106,883 shares worth $5.33M. The position accounts for 0.32% of the portfolio, ranked #55.

Jaffetilchin Investment Partners first reported a position in TBIL in Q3 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Jaffetilchin Investment Partners held 106,883 shares of F/m US Treasury 3 Month Bill Fund worth $5.33M as of Q1 2026.
Jaffetilchin Investment Partners bought 6,530 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $326K.
F/m US Treasury 3 Month Bill Fund made up 0.32% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #55 holding.
Jaffetilchin Investment Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.