Vermillion & White Wealth Management Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Vermillion & White Wealth Management Group’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 Q2	$235K	Buy	4,705 +79	+2%	+$3.94K	0.12%	64
2026 Q1	$231K	Buy	4,626 +19	+0.4%	+$949	0.13%	61
2025 Q4	$231K	Buy	4,607 +646	+16%	+$32.3K	0.13%	60
2025 Q3	$198K	Hold	3,961	–	–	0.11%	62
2025 Q2	$198K	Buy	+3,961	New	+$198K	0.13%	57

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vermillion & White Wealth Management Group's TBIL Position: Q2 2026 in Review

Vermillion & White Wealth Management Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.7% in Q2 2026, buying an estimated $3.94K and bringing the position to 4,705 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #64.

Vermillion & White Wealth Management Group first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Vermillion & White Wealth Management Group held 4,705 shares of F/m US Treasury 3 Month Bill Fund worth $235K as of Q2 2026.
Vermillion & White Wealth Management Group bought 79 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $3.94K.
F/m US Treasury 3 Month Bill Fund made up 0.12% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #64 holding.
Vermillion & White Wealth Management Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 5 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.