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

OneDigital Investment 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	$1.16M	Sell	23,346 -19,594	-46%	-$978K	0.01%	631
2025 Q4	$2.14M	Buy	42,940 +11,510	+37%	+$575K	0.02%	442
2025 Q3	$1.57M	Sell	31,430 -13,461	-30%	-$672K	0.02%	512
2025 Q2	$2.24M	Buy	44,891 +270	+0.6%	+$13.5K	0.02%	403
2025 Q1	$2.23M	Buy	44,621 +1,874	+4%	+$93.6K	0.03%	382
2024 Q4	$2.13M	Buy	42,747 +19,734	+86%	+$985K	0.02%	403
2024 Q3	$1.15M	Buy	23,013 +8,955	+64%	+$447K	0.01%	605
2024 Q2	$703K	Buy	14,058 +7,977	+131%	+$398K	0.01%	757
2024 Q1	$304K	Buy	+6,081	New	+$304K	﹤0.01%	908

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 $2.44B AUM 24.34% 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 $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

OneDigital Investment Advisors's TBIL Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 46% in Q1 2026, selling an estimated $978K and leaving 23,346 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #631.

OneDigital Investment Advisors first reported a position in TBIL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q2 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

OneDigital Investment Advisors held 23,346 shares of F/m US Treasury 3 Month Bill Fund worth $1.16M as of Q1 2026.
OneDigital Investment Advisors sold 19,594 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $978K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #631 holding.
OneDigital Investment Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $2.24M in Q2 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.