Koshinski Asset Management
TBIL

Koshinski Asset Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Koshinski Asset Management’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 		$1.86M Sell
37,333
-1,777
-5% -$88.7K 0.12% 164
2025
Q4 		$1.95M Sell
39,110
-17,259
-31% -$862K 0.13% 155
2025
Q3 		$2.82M Sell
56,369
-6,498
-10% -$324K 0.19% 114
2025
Q2 		$3.14M Buy
62,867
+21,491
+52% +$1.07M 0.24% 97
2025
Q1 		$2.07M Sell
41,376
-397
-1% -$19.8K 0.18% 124
2024
Q4 		$2.08B Sell
41,773
-4,135
-9% -$206K 0.18% 119
2024
Q3 		$2.3M Sell
45,908
-1,498
-3% -$74.8K 0.2% 106
2024
Q2 		$2.36M Sell
47,406
-3,666
-7% -$183K 0.22% 98
2024
Q1 		$2.56M Sell
51,072
-9,521
-16% -$476K 0.26% 82
2023
Q4 		$3.02M Buy
60,593
+41,916
+224% +$2.09M 0.46% 49
2023
Q3 		$935K Buy
+18,677
New +$934K 0.11% 195

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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