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 – 1422
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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 $95.2B AUM 32.92% 1-Year Est. Return

Newbridge Financial Services Group's TBIL Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 200 shares — an estimated $10K sold.

Newbridge Financial Services Group first reported a position in TBIL in Q3 2023 and held it in 9 quarters. The position peaked at $10K in Q3 2023. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $10K.
  • Newbridge Financial Services Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 9 quarters.
  • Newbridge Financial Services Group's F/m US Treasury 3 Month Bill Fund position peaked at $10K in Q3 2023.
  • 306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.