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

Moneta Group Investment 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 Q2	$375K	Sell	7,523 -3	-0%	-$150	﹤0.01%	630
2026 Q1	$375K	Buy	7,526 +601	+9%	+$30K	﹤0.01%	574
2025 Q4	$345K	Buy	6,925 +2,403	+53%	+$120K	﹤0.01%	599
2025 Q3	$226K	Buy	+4,522	New	+$226K	﹤0.01%	713

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

Moneta Group Investment Advisors's TBIL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.04% in Q2 2026, selling an estimated $150 and leaving 7,523 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Moneta Group Investment Advisors first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $375K in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Moneta Group Investment Advisors held 7,523 shares of F/m US Treasury 3 Month Bill Fund worth $375K as of Q2 2026.
Moneta Group Investment Advisors sold 3 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $150.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #630 holding.
Moneta Group Investment Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
Moneta Group Investment Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $375K in Q1 2026.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.