Sigma Planning Corp’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Sigma Planning Corp’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 Q1	$2.39M	Sell	47,854 -4,576	-9%	-$228K	0.07%	304
2025 Q4	$2.62M	Sell	52,430 -6,497	-11%	-$324K	0.07%	276
2025 Q3	$2.95M	Sell	58,927 -6,595	-10%	-$329K	0.08%	247
2025 Q2	$3.28M	Buy	65,522 +19,137	+41%	+$955K	0.1%	211
2025 Q1	$2.32M	Buy	46,385 +21,836	+89%	+$1.09M	0.07%	255
2024 Q4	$1.22M	Sell	24,549 -2,292	-9%	-$114K	0.04%	423
2024 Q3	$1.34M	Buy	26,841 +6,281	+31%	+$314K	0.04%	401
2024 Q2	$1.03M	Buy	20,560 +7,302	+55%	+$365K	0.03%	477
2024 Q1	$663K	Buy	+13,258	New	+$662K	0.02%	656
2023 Q4	–	Sell	-12,413	Closed	-$622K	–	1144
2023 Q3	$622K	Buy	+12,413	New	+$620K	0.02%	617

Other funds holding TBIL

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Sigma Planning Corp's TBIL Position: Q1 2026 in Review

Sigma Planning Corp reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.7% in Q1 2026, selling an estimated $228K and leaving 47,854 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #304.

Sigma Planning Corp first reported a position in TBIL in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.28M in Q2 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Sigma Planning Corp held 47,854 shares of F/m US Treasury 3 Month Bill Fund worth $2.39M as of Q1 2026.
Sigma Planning Corp sold 4,576 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $228K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Sigma Planning Corp's portfolio in Q1 2026, its #304 holding.
Sigma Planning Corp first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 10 quarters since.
Sigma Planning Corp's F/m US Treasury 3 Month Bill Fund position peaked at $3.28M in Q2 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.