NSIM
TBIL

North Star Investment Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

North Star Investment Management’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 		$15.5K Hold
311
– – ﹤0.01% 939
2025
Q4 		$15.5K Buy
+311
New +$15.5K ﹤0.01% 878

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 $377B 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 $530B 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

North Star Investment Management's TBIL Position: Q1 2026 in Review

North Star Investment Management held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q1 2026 at 311 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

North Star Investment Management first reported a position in TBIL in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.5K in Q4 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • North Star Investment Management held 311 shares of F/m US Treasury 3 Month Bill Fund worth $15.5K as of Q1 2026.
  • North Star Investment Management left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q1 2026.
  • F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #939 holding.
  • North Star Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 2 quarters since.
  • North Star Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $15.5K in Q4 2025.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.