SIM
TBIL

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

Synergy Investment 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
Q2 		– Sell
-104
Closed -$5.23K – 513
2025
Q1 		$5.23K Hold
104
– – ﹤0.01% 449
2024
Q4 		$5.17K Buy
+104
New +$5.19K ﹤0.01% 460

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
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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Synergy Investment Management's TBIL Position: Q2 2025 in Review

Synergy Investment Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2025, closing a stake of 104 shares — an estimated $5.23K sold.

Synergy Investment Management first reported a position in TBIL in Q4 2024 and held it in 2 quarters. The position peaked at $5.23K in Q1 2025. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

  • Synergy Investment Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 104 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $5.23K.
  • Synergy Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $5.23K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.