Sargent Bickham Lagudis’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$1.3M	Buy	+26,062	New	+$1.3M	0.11%	121

Other funds holding TBIL

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Sargent Bickham Lagudis's TBIL Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2022: 26,062 shares worth $1.3M. The stake represents 0.11% of the portfolio and ranks #121 among its holdings.

34 funds tracked by Wall St. Rank hold TBIL as of Q4 2022.

Sargent Bickham Lagudis held 26,062 shares of F/m US Treasury 3 Month Bill Fund worth $1.3M as of Q4 2022.
F/m US Treasury 3 Month Bill Fund was a new Sargent Bickham Lagudis position in Q4 2022.
F/m US Treasury 3 Month Bill Fund made up 0.11% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #121 holding.
34 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.