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TBIL

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

Legacy Investment Solutions’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
2025
Q2 		$142K Buy
+2,846
New +$142K 0.07% 89
2024
Q4 		$44.4K Buy
+890
New +$44.4K 0.03% 128

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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Legacy Investment Solutions's TBIL Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2025: 2,846 shares worth $142K. The stake represents 0.07% of the portfolio and ranks #89 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in TBIL as recently as Q4 2024.

Legacy Investment Solutions first reported a position in TBIL in Q4 2024 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

  • Legacy Investment Solutions held 2,846 shares of F/m US Treasury 3 Month Bill Fund worth $142K as of Q2 2025.
  • F/m US Treasury 3 Month Bill Fund was a new Legacy Investment Solutions position in Q2 2025.
  • F/m US Treasury 3 Month Bill Fund made up 0.07% of Legacy Investment Solutions's portfolio in Q2 2025, its #89 holding.
  • Legacy Investment Solutions first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.