MA
TBIL

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

Mutual 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
Q1 		$3.63M Buy
72,791
+43,166
+146% +$2.16M 0.08% 248
2025
Q4 		$1.48M Sell
29,625
-2,480
-8% -$124K 0.03% 437
2025
Q3 		$1.6M Buy
32,105
+15,243
+90% +$761K 0.04% 425
2025
Q2 		$843K Sell
16,862
-1,038
-6% -$51.8K 0.02% 583
2025
Q1 		$895K Sell
17,900
-142,463
-89% -$7.11M 0.03% 487
2024
Q4 		$8.01M Buy
160,363
+142,591
+802% +$7.12M 0.23% 82
2024
Q3 		$888K Sell
17,772
-74,235
-81% -$3.71M 0.03% 521
2024
Q2 		$4.6M Buy
92,007
+86,772
+1,658% +$4.33M 0.14% 147
2024
Q1 		$262K Sell
5,235
-29,693
-85% -$1.48M 0.01% 922
2023
Q4 		$1.74M Buy
34,928
+29,262
+516% +$1.46M 0.06% 306
2023
Q3 		$284K Buy
5,666
+1,459
+35% +$72.9K 0.01% 795
2023
Q2 		$211K Buy
+4,207
New +$210K 0.01% 929

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return