NFSG
TBIL

Newbridge Financial Services Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-200
Closed -$10K – 1457
2025
Q3 		$10K Hold
200
– – ﹤0.01% 901
2025
Q2 		$10K Hold
200
– – ﹤0.01% 886
2025
Q1 		$10K Hold
200
– – ﹤0.01% 687
2024
Q4 		$9.97K Hold
200
– – ﹤0.01% 740
2024
Q3 		$10K Hold
200
– – ﹤0.01% 430
2024
Q2 		$10K Hold
200
– – ﹤0.01% 708
2024
Q1 		$10K Hold
200
– – ﹤0.01% 770
2023
Q4 		$9.97K Hold
200
– – ﹤0.01% 737
2023
Q3 		$10K Buy
+200
New +$10K 0.01% 821

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return