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

Tuttle Capital 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
2026 Q1	–	Sell	-7,000	Closed	-$349K	–	164
2025 Q4	$349K	Sell	7,000 -1,000	-13%	-$49.9K	0.77%	43
2025 Q3	$400K	Buy	+8,000	New	+$399K	1.51%	35
2024 Q3	–	Sell	-20,000	Closed	-$1M	–	73
2024 Q2	$1M	Sell	20,000 -10,000	-33%	-$499K	6.02%	2
2024 Q1	$1.5M	Sell	30,000 -27,800	-48%	-$1.39M	11.6%	1
2023 Q4	$2.88M	Buy	+57,800	New	+$2.89M	20.06%	1

Other funds holding TBIL

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

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

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

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

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

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

Tuttle Capital Management's TBIL Position: Q1 2026 in Review

Tuttle Capital Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 7,000 shares — an estimated $349K sold.

Tuttle Capital Management first reported a position in TBIL in Q4 2023 and held it in 5 quarters. The position peaked at $2.88M in Q4 2023. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Tuttle Capital Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Tuttle Capital Management sold 7,000 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $349K.
Tuttle Capital Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and held it in 5 quarters.
Tuttle Capital Management's F/m US Treasury 3 Month Bill Fund position peaked at $2.88M in Q4 2023.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Tuttle Capital Management's 13F filing for Q1 2026, filed 4 May 2026.