NEWAS
TBIL

N.E.W. Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

N.E.W. Advisory Services’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
Q3 		– Sell
-204
Closed -$10.2K – 873
2025
Q2 		$10.2K Sell
204
-48
-19% -$2.4K ﹤0.01% 565
2025
Q1 		$12.6K Buy
+252
New +$12.6K ﹤0.01% 570

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

N.E.W. Advisory Services's TBIL Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 204 shares — an estimated $10.2K sold.

N.E.W. Advisory Services first reported a position in TBIL in Q1 2025 and held it in 2 quarters. The position peaked at $12.6K in Q1 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 204 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $10.2K.
  • N.E.W. Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $12.6K in Q1 2025.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.