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

NewEdge 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	$2.65M	Buy	53,055 +8,946	+20%	+$447K	0.01%	957
2025 Q4	$2.2M	Buy	44,109 +11,423	+35%	+$570K	0.01%	1023
2025 Q3	$1.63M	Sell	32,686 -781	-2%	-$39K	0.01%	1121
2025 Q2	$1.67M	Sell	33,467 -51,914	-61%	-$2.59M	0.01%	1024
2025 Q1	$4.27M	Buy	85,381 +54,623	+178%	+$2.73M	0.03%	563
2024 Q4	$1.53M	Sell	30,758 -296	-1%	-$14.8K	0.01%	948
2024 Q3	$1.55M	Buy	31,054 +25,339	+443%	+$1.27M	0.01%	910
2024 Q2	$286K	Sell	5,715 -3,264	-36%	-$163K	﹤0.01%	1751
2024 Q1	$449K	Sell	8,979 -53	-0.6%	-$2.65K	﹤0.01%	1407
2023 Q4	$450K	Buy	9,032 +1,226	+16%	+$61.3K	﹤0.01%	1337
2023 Q3	$391K	Buy	+7,806	New	+$390K	﹤0.01%	1294

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

NewEdge Advisors's TBIL Position: Q1 2026 in Review

NewEdge Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 20% in Q1 2026, buying an estimated $447K and bringing the position to 53,055 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #957.

NewEdge Advisors first reported a position in TBIL in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.27M in Q1 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

NewEdge Advisors held 53,055 shares of F/m US Treasury 3 Month Bill Fund worth $2.65M as of Q1 2026.
NewEdge Advisors bought 8,946 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $447K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #957 holding.
NewEdge Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 11 quarters since.
NewEdge Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $4.27M in Q1 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.