SIC
TBIL

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

Samalin Investment Counsel’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 		$374K Buy
7,500
+2,000
+36% +$99.8K 0.12% 216
2026
Q1 		$274K Buy
+5,500
New +$275K 0.1% 250

Other funds holding TBIL

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

Samalin Investment Counsel's TBIL Position: Q2 2026 in Review

Samalin Investment Counsel increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 36% in Q2 2026, buying an estimated $99.8K and bringing the position to 7,500 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #216.

Samalin Investment Counsel first reported a position in TBIL in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Samalin Investment Counsel held 7,500 shares of F/m US Treasury 3 Month Bill Fund worth $374K as of Q2 2026.
  • Samalin Investment Counsel bought 2,000 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $99.8K.
  • F/m US Treasury 3 Month Bill Fund made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #216 holding.
  • Samalin Investment Counsel first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.