NFG
TBIL

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

Northbridge Financial 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
2026
Q1 		– Sell
-5,426
Closed -$271K – 173
2025
Q4 		$271K Buy
+5,426
New +$271K 0.12% 139

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Northbridge Financial Group's TBIL Position: Q1 2026 in Review

Northbridge Financial Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 5,426 shares — an estimated $271K sold.

Northbridge Financial Group first reported a position in TBIL in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Northbridge Financial Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
  • Northbridge Financial Group sold 5,426 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $271K.
  • Northbridge Financial Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and held it in 1 quarter.
  • Northbridge Financial Group's F/m US Treasury 3 Month Bill Fund position peaked at $271K in Q4 2025.
  • 321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Northbridge Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.