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

Leavell Investment 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 Q2	$516K	Hold	10,355	–	–	0.02%	431
2026 Q1	$516K	Hold	10,355	–	–	0.02%	412
2025 Q4	$517K	Hold	10,355	–	–	0.02%	400
2025 Q3	$518K	Hold	10,355	–	–	0.02%	406
2025 Q2	$518K	Buy	10,355 +437	+4%	+$21.8K	0.02%	399
2025 Q1	$496K	Buy	9,918 +1,500	+18%	+$74.9K	0.02%	384
2024 Q4	$420K	Sell	8,418 -236	-3%	-$11.8K	0.02%	402
2024 Q3	$433K	Buy	8,654 +3,899	+82%	+$195K	0.02%	407
2024 Q2	$238K	Buy	+4,755	New	+$237K	0.01%	469

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Leavell Investment Management's TBIL Position: Q2 2026 in Review

Leavell Investment Management held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 10,355 shares worth $516K. The position accounts for 0.02% of the portfolio, ranked #431.

Leavell Investment Management first reported a position in TBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $518K in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Leavell Investment Management held 10,355 shares of F/m US Treasury 3 Month Bill Fund worth $516K as of Q2 2026.
Leavell Investment Management left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #431 holding.
Leavell Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 9 quarters since.
Leavell Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $518K in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.