RG
TBIL

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

Rathbones 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
2023
Q1 		– Sell
-6,250
Closed -$312K – 428
2022
Q4 		$312K Buy
+6,250
New +$312K ﹤0.01% 338

Other funds holding TBIL

GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Rathbones Group's TBIL Position: Q1 2023 in Review

Rathbones Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2023, closing a stake of 6,250 shares — an estimated $312K sold.

Rathbones Group first reported a position in TBIL in Q4 2022 and held it in 1 quarter. The position peaked at $312K in Q4 2022. 57 funds tracked by Wall St. Rank hold TBIL as of Q1 2023.

  • Rathbones Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2023 after selling out during the quarter.
  • Rathbones Group sold 6,250 F/m US Treasury 3 Month Bill Fund shares in Q1 2023, an estimated $312K.
  • Rathbones Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2022 and held it in 1 quarter.
  • Rathbones Group's F/m US Treasury 3 Month Bill Fund position peaked at $312K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2023.

Based on Rathbones Group's 13F filing for Q1 2023, filed 12 May 2023.