LF
TBIL

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

Lee 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
2024
Q1 		– Sell
-100
Closed -$4.99K – 739
2023
Q4 		$4.99K Hold
100
– – ﹤0.01% 542
2023
Q3 		$5.01K Hold
100
– – ﹤0.01% 519
2023
Q2 		$5.01K Hold
100
– – ﹤0.01% 506
2023
Q1 		$5.01K Hold
100
– – ﹤0.01% 532
2022
Q4 		$4.99K Hold
100
– – ﹤0.01% 547
2022
Q3 		$5K Buy
+100
New +$4.99K ﹤0.01% 550

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Lee Financial's TBIL Position: Q1 2024 in Review

Lee Financial sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2024, closing a stake of 100 shares — an estimated $4.99K sold.

Lee Financial first reported a position in TBIL in Q3 2022 and held it in 6 quarters. The position peaked at $5.01K in Q2 2023. 182 funds tracked by Wall St. Rank hold TBIL as of Q1 2024.

  • Lee Financial reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 100 F/m US Treasury 3 Month Bill Fund shares in Q1 2024, an estimated $4.99K.
  • Lee Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2022 and held it in 6 quarters.
  • Lee Financial's F/m US Treasury 3 Month Bill Fund position peaked at $5.01K in Q2 2023.
  • 182 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.