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

Vista Finance’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	-7,465	Closed	-$373K	–	58
2025 Q3	$373K	Hold	7,465	–	–	0.25%	31
2025 Q2	$373K	Sell	7,465 -18,100	-71%	-$904K	0.32%	29
2025 Q1	$1.28M	Sell	25,565 -600	-2%	-$30K	1.11%	18
2024 Q4	$1.3M	Sell	26,165 -15,360	-37%	-$767K	1.34%	18
2024 Q3	$2.08M	Buy	41,525 +9,580	+30%	+$478K	2.81%	11
2024 Q2	$1.6M	Buy	31,945 +1,945	+6%	+$97.1K	2.45%	11
2024 Q1	$1.5M	Sell	30,000 -19,526	-39%	-$975K	3.74%	10
2023 Q4	$2.47M	Buy	+49,526	New	+$2.47M	5.24%	6

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

Vista Finance's TBIL Position: Q4 2025 in Review

Vista Finance sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 7,465 shares — an estimated $373K sold.

Vista Finance first reported a position in TBIL in Q4 2023 and held it in 8 quarters. The position peaked at $2.47M in Q4 2023. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

Vista Finance reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
Vista Finance sold 7,465 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $373K.
Vista Finance first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and held it in 8 quarters.
Vista Finance's F/m US Treasury 3 Month Bill Fund position peaked at $2.47M in Q4 2023.
306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Vista Finance's 13F filing for Q4 2025, filed 27 Jan 2026.