LC
TBIL

Lindbrook Capital’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Lindbrook Capital’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
Q1 		– Sell
-5,680
Closed -$283K – 2926
2024
Q4 		$283K Hold
5,680
– – 0.03% 317
2024
Q3 		$284K Buy
+5,680
New +$284K 0.03% 322

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Lindbrook Capital's TBIL Position: Q1 2025 in Review

Lindbrook Capital sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2025, closing a stake of 5,680 shares — an estimated $283K sold.

Lindbrook Capital first reported a position in TBIL in Q3 2024 and held it in 2 quarters. The position peaked at $284K in Q3 2024. 266 funds tracked by Wall St. Rank hold TBIL as of Q1 2025.

  • Lindbrook Capital reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 5,680 F/m US Treasury 3 Month Bill Fund shares in Q1 2025, an estimated $283K.
  • Lindbrook Capital first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and held it in 2 quarters.
  • Lindbrook Capital's F/m US Treasury 3 Month Bill Fund position peaked at $284K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.