Lowe Brockenbrough & Co’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Lowe Brockenbrough & Co’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	–	Sell	-60	Closed	-$2.99K	–	349
2026 Q1	$2.99K	Sell	60 -75	-56%	-$3.75K	﹤0.01%	327
2025 Q4	$6.73K	Hold	135	–	–	﹤0.01%	325
2025 Q3	$6.75K	Buy	+135	New	+$6.74K	﹤0.01%	328

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

Lowe Brockenbrough & Co's TBIL Position: Q2 2026 in Review

Lowe Brockenbrough & Co sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026, closing a stake of 60 shares — an estimated $2.99K sold.

Lowe Brockenbrough & Co first reported a position in TBIL in Q3 2025 and held it in 3 quarters. The position peaked at $6.75K in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Lowe Brockenbrough & Co reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2026 after selling out during the quarter.
Lowe Brockenbrough & Co sold 60 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $2.99K.
Lowe Brockenbrough & Co first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 3 quarters.
Lowe Brockenbrough & Co's F/m US Treasury 3 Month Bill Fund position peaked at $6.75K 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 Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.