Lido Advisors
TBIL icon

Lido Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Lido Advisors’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
Q3 		$2.31M Sell
46,281
-3,051
-6% -$152K 0.01% 745
2026
Q2 		$2.46M Sell
49,332
-41,506
-46% -$2.07M 0.01% 729
2026
Q1 		$4.53M Sell
90,838
-161,581
-64% -$8.07M 0.01% 476
2025
Q4 		$12.6M Hold
252,419
– – 0.04% 287
2025
Q3 		$12.6M Sell
252,419
-18,562
-7% -$927K 0.04% 270
2025
Q2 		$13.5M Sell
270,981
-20,695
-7% -$1.03M 0.05% 208
2025
Q1 		$14.6M Sell
291,676
-331,840
-53% -$16.6M 0.07% 182
2024
Q4 		$31.1M Buy
623,516
+264,995
+74% +$13.2M 0.14% 88
2024
Q3 		$17.9M Sell
358,521
-73,058
-17% -$3.65M 0.09% 120
2024
Q2 		$21.6M Buy
431,579
+28,375
+7% +$1.42M 0.12% 93
2024
Q1 		$20.2M Buy
403,204
+7,375
+2% +$368K 0.12% 90
2023
Q4 		$19.7M Sell
395,829
-3,086
-0.8% -$154K 0.13% 84
2023
Q3 		$20M Sell
398,915
-452
-0.1% -$22.6K 0.15% 69
2023
Q2 		$20M Buy
399,367
+197,572
+98% +$9.9M 0.14% 76
2023
Q1 		$10.1M Buy
201,795
+74,912
+59% +$3.74M 0.1% 123
2022
Q4 		$6.33M Buy
126,883
+112,143
+761% +$5.6M 0.08% 139
2022
Q3 		$736K Buy
+14,740
New +$735K 0.01% 443

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Sterling Group Wealth Management
Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Lido Advisors's TBIL Position: Q3 2026 in Review

Lido Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.2% in Q3 2026, selling an estimated $152K and leaving 46,281 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #745.

Lido Advisors first reported a position in TBIL in Q3 2022 and has held it in 17 quarters since. The position peaked at $31.1M in Q4 2024. 176 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Lido Advisors held 46,281 shares of F/m US Treasury 3 Month Bill Fund worth $2.31M as of Q3 2026.
  • Lido Advisors sold 3,051 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $152K.
  • F/m US Treasury 3 Month Bill Fund made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #745 holding.
  • Lido Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2022 and has held it in 17 quarters since.
  • Lido Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $31.1M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.