PPP
TBIL

Private Portfolio Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$484K Buy
9,704
+1,826
+23% +$91.2K 0.09% 173
2024
Q3 		$394K Buy
7,878
+1,279
+19% +$63.9K 0.07% 188
2024
Q2 		$330K Buy
6,599
+2,496
+61% +$125K 0.27% 62
2024
Q1 		$205K Buy
+4,103
New +$205K 0.04% 259

Other funds holding TBIL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Portfolio Partners's TBIL Position: Q4 2024 in Review

Private Portfolio Partners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 23% in Q4 2024, buying an estimated $91.2K and bringing the position to 9,704 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #173.

Private Portfolio Partners first reported a position in TBIL in Q1 2024 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold TBIL as of Q4 2024.

  • Private Portfolio Partners held 9,704 shares of F/m US Treasury 3 Month Bill Fund worth $484K as of Q4 2024.
  • Private Portfolio Partners bought 1,826 F/m US Treasury 3 Month Bill Fund shares in Q4 2024, an estimated $91.2K.
  • F/m US Treasury 3 Month Bill Fund made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #173 holding.
  • Private Portfolio Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.