SignatureFD’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

SignatureFD’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	–	Sell	-120	Closed	-$6.01K	–	3582
2025 Q4	$6.01K	Buy	120 +1	+0.8%	+$50	﹤0.01%	2623
2025 Q3	$5.95K	Buy	119 +1	+0.8%	+$50	﹤0.01%	2602
2025 Q2	$5.88K	Sell	118 -382	-76%	-$19.1K	﹤0.01%	2547
2025 Q1	$25K	Buy	+500	New	+$25K	﹤0.01%	1943

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

SignatureFD's TBIL Position: Q1 2026 in Review

SignatureFD sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 120 shares — an estimated $6.01K sold.

SignatureFD first reported a position in TBIL in Q1 2025 and held it in 4 quarters. The position peaked at $25K in Q1 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

SignatureFD reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
SignatureFD sold 120 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $6.01K.
SignatureFD first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 4 quarters.
SignatureFD's F/m US Treasury 3 Month Bill Fund position peaked at $25K in Q1 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.