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Roxbury Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Roxbury Financial’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
Q3 		$373K Buy
7,482
+452
+6% +$22.6K 0.29% 73
2026
Q2 		$351K Buy
7,030
+1,763
+33% +$88K 0.28% 76
2026
Q1 		$263K Buy
5,267
+761
+17% +$38K 0.24% 78
2025
Q4 		$225K Buy
+4,506
New +$225K 0.2% 86

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Roxbury Financial's TBIL Position: Q3 2026 in Review

Roxbury Financial increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.4% in Q3 2026, buying an estimated $22.6K and bringing the position to 7,482 shares worth $373K. The position accounts for 0.29% of the portfolio, ranked #73.

Roxbury Financial first reported a position in TBIL in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Roxbury Financial held 7,482 shares of F/m US Treasury 3 Month Bill Fund worth $373K as of Q3 2026.
  • Roxbury Financial bought 452 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $22.6K.
  • F/m US Treasury 3 Month Bill Fund made up 0.29% of Roxbury Financial's portfolio in Q3 2026, its #73 holding.
  • Roxbury Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.