SAM
TBIL

Synergy Asset Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-2,708
Closed -$136K – 755
2024
Q4 		$136K Buy
+2,708
New +$135K 0.01% 215

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Synergy Asset Management's TBIL Position: Q1 2025 in Review

Synergy Asset Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2025, closing a stake of 2,708 shares — an estimated $136K sold.

Synergy Asset Management first reported a position in TBIL in Q4 2024 and held it in 1 quarter. The position peaked at $136K in Q4 2024. 266 funds tracked by Wall St. Rank hold TBIL as of Q1 2025.

  • Synergy Asset Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,708 F/m US Treasury 3 Month Bill Fund shares in Q1 2025, an estimated $136K.
  • Synergy Asset Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's F/m US Treasury 3 Month Bill Fund position peaked at $136K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.