Sage Mountain Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Sage Mountain Advisors’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	$3.94M	Buy	78,922 +46,719	+145%	+$2.33M	0.24%	50
2026 Q1	$1.61M	Hold	32,203	–	–	0.11%	76
2025 Q4	$1.61M	Hold	32,203	–	–	0.09%	117
2025 Q3	$1.61M	Hold	32,203	–	–	0.09%	115
2025 Q2	$1.61M	Sell	32,203 -4,101	-11%	-$205K	0.1%	90
2025 Q1	$1.82M	Hold	36,304	–	–	0.13%	78
2024 Q4	$1.81M	Hold	36,304	–	–	0.13%	77
2024 Q3	$1.82M	Sell	36,304 -9,821	-21%	-$490K	0.15%	71
2024 Q2	$2.31M	Hold	46,125	–	–	0.21%	56
2024 Q1	$2.31M	Buy	+46,125	New	+$2.3M	0.24%	52

Other funds holding TBIL

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Sage Mountain Advisors's TBIL Position: Q2 2026 in Review

Sage Mountain Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 145% in Q2 2026, buying an estimated $2.33M and bringing the position to 78,922 shares worth $3.94M. The position accounts for 0.24% of the portfolio, ranked #50.

Sage Mountain Advisors first reported a position in TBIL in Q1 2024 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Sage Mountain Advisors held 78,922 shares of F/m US Treasury 3 Month Bill Fund worth $3.94M as of Q2 2026.
Sage Mountain Advisors bought 46,719 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $2.33M.
F/m US Treasury 3 Month Bill Fund made up 0.24% of Sage Mountain Advisors's portfolio in Q2 2026, its #50 holding.
Sage Mountain Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.