RIL
TBIL

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

Rothschild Investment LLC’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
Q2 		$59.8K Hold
1,200
– – ﹤0.01% 1208
2026
Q1 		$59.8K Hold
1,200
– – ﹤0.01% 1068
2025
Q4 		$59.9K Hold
1,200
– – ﹤0.01% 974
2025
Q3 		$60K Buy
+1,200
New +$59.9K ﹤0.01% 946

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Rothschild Investment LLC's TBIL Position: Q2 2026 in Review

Rothschild Investment LLC held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 1,200 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Rothschild Investment LLC first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $60K in Q3 2025. 210 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Rothschild Investment LLC held 1,200 shares of F/m US Treasury 3 Month Bill Fund worth $59.8K as of Q2 2026.
  • Rothschild Investment LLC left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
  • F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1208 holding.
  • Rothschild Investment LLC first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's F/m US Treasury 3 Month Bill Fund position peaked at $60K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.