SS
TBIL

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

Sunbelt Securities’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 		$18.4K Sell
369
-1,562
-81% -$78K ﹤0.01% 1321
2025
Q4 		$96.3K Sell
1,931
-1,191
-38% -$59.5K 0.01% 836
2025
Q3 		$156K Buy
+3,122
New +$156K 0.01% 711

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
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

Sunbelt Securities's TBIL Position: Q1 2026 in Review

Sunbelt Securities reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 81% in Q1 2026, selling an estimated $78K and leaving 369 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Sunbelt Securities first reported a position in TBIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $156K in Q3 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Sunbelt Securities held 369 shares of F/m US Treasury 3 Month Bill Fund worth $18.4K as of Q1 2026.
  • Sunbelt Securities sold 1,562 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $78K.
  • F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1321 holding.
  • Sunbelt Securities first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's F/m US Treasury 3 Month Bill Fund position peaked at $156K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.