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

RIA Advisory 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
2025 Q3	–	Sell	-175,044	Closed	-$8.75M	–	159
2025 Q2	$8.75M	Buy	175,044 +12,422	+8%	+$620K	2.57%	9
2025 Q1	$8.13M	Buy	+162,622	New	+$8.12M	2.65%	6

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

RIA Advisory Group's TBIL Position: Q3 2025 in Review

RIA Advisory Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 175,044 shares — an estimated $8.75M sold.

RIA Advisory Group first reported a position in TBIL in Q1 2025 and held it in 2 quarters. The position peaked at $8.75M in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

RIA Advisory Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
RIA Advisory Group sold 175,044 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $8.75M.
RIA Advisory Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 2 quarters.
RIA Advisory Group's F/m US Treasury 3 Month Bill Fund position peaked at $8.75M in Q2 2025.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on RIA Advisory Group's 13F filing for Q3 2025, filed 1 Dec 2025.