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

Sequoia Financial 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
2025 Q2	–	Sell	-5,878	Closed	-$294K	–	1636
2025 Q1	$294K	Hold	5,878	–	–	﹤0.01%	1065
2024 Q4	$293K	Sell	5,878 -616	-9%	-$30.8K	﹤0.01%	1026
2024 Q3	$325K	Sell	6,494 -742	-10%	-$37K	﹤0.01%	929
2024 Q2	$362K	Sell	7,236 -4,216	-37%	-$211K	﹤0.01%	816
2024 Q1	$573K	Buy	+11,452	New	+$572K	0.01%	642

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

MSAM

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

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Sequoia Financial Advisors's TBIL Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2025, closing a stake of 5,878 shares — an estimated $294K sold.

Sequoia Financial Advisors first reported a position in TBIL in Q1 2024 and held it in 5 quarters. The position peaked at $573K in Q1 2024. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

Sequoia Financial Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 5,878 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $294K.
Sequoia Financial Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and held it in 5 quarters.
Sequoia Financial Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $573K in Q1 2024.
276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.