SXL
TBIL

Summit X LLC’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Summit X LLC’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
Q3 		– Sell
-5,000
Closed -$250K – 206
2025
Q2 		$250K Buy
+5,000
New +$250K 0.05% 218

Other funds holding TBIL

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Summit X LLC's TBIL Position: Q3 2025 in Review

Summit X LLC sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 5,000 shares — an estimated $250K sold.

Summit X LLC first reported a position in TBIL in Q2 2025 and held it in 1 quarter. The position peaked at $250K in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • Summit X LLC reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 5,000 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $250K.
  • Summit X LLC first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's F/m US Treasury 3 Month Bill Fund position peaked at $250K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.