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

Tableaux’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 Q4	–	Sell	-40,024	Closed	-$2M	–	121
2025 Q3	$2M	Sell	40,024 -3,364	-8%	-$168K	0.8%	29
2025 Q2	$2.17M	Buy	43,388 +7,315	+20%	+$365K	1.25%	23
2025 Q1	$1.8M	Buy	+36,073	New	+$1.8M	1.3%	22

Other funds holding TBIL

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWP

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Tableaux's TBIL Position: Q4 2025 in Review

Tableaux sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 40,024 shares — an estimated $2M sold.

Tableaux first reported a position in TBIL in Q1 2025 and held it in 3 quarters. The position peaked at $2.17M in Q2 2025. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

Tableaux reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
Tableaux sold 40,024 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $2M.
Tableaux first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and held it in 3 quarters.
Tableaux's F/m US Treasury 3 Month Bill Fund position peaked at $2.17M in Q2 2025.
306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Tableaux's 13F filing for Q4 2025, filed 13 Feb 2026.