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

Strategic Advocates’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	-7,223	Closed	-$360K	–	571
2025 Q4	$360K	Buy	7,223 +1,435	+25%	+$71.7K	0.09%	88
2025 Q3	$289K	Buy	+5,788	New	+$289K	0.08%	105
2025 Q1	–	Sell	-5,170	Closed	-$258K	–	128
2024 Q4	$258K	Buy	5,170 +620	+14%	+$31K	0.09%	90
2024 Q3	$228K	Buy	+4,550	New	+$227K	0.08%	108

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

Strategic Advocates's TBIL Position: Q1 2026 in Review

Strategic Advocates sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 7,223 shares — an estimated $360K sold.

Strategic Advocates first reported a position in TBIL in Q3 2024 and held it in 4 quarters. The position peaked at $360K in Q4 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Strategic Advocates reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 7,223 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $360K.
Strategic Advocates first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and held it in 4 quarters.
Strategic Advocates's F/m US Treasury 3 Month Bill Fund position peaked at $360K in Q4 2025.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.