VFA
TBIL

Valeo Financial Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Valeo Financial Advisors’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
2024
Q3 		– Sell
-4,600
Closed -$230K – 739
2024
Q2 		$230K Buy
+4,600
New +$230K 0.01% 570

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RJFSA
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Wealth Enhancement Advisory Services
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Commonwealth Equity Services
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Valeo Financial Advisors's TBIL Position: Q3 2024 in Review

Valeo Financial Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2024, closing a stake of 4,600 shares — an estimated $230K sold.

Valeo Financial Advisors first reported a position in TBIL in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 220 funds tracked by Wall St. Rank hold TBIL as of Q3 2024.

  • Valeo Financial Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,600 F/m US Treasury 3 Month Bill Fund shares in Q3 2024, an estimated $230K.
  • Valeo Financial Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 1 quarter.
  • Valeo Financial Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $230K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.