WG
TBIL

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

Wealth 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
2025
Q2 		– Sell
-7,004
Closed -$350K – 148
2025
Q1 		$350K Hold
7,004
– – 0.23% 95
2024
Q4 		$349K Sell
7,004
-3,503
-33% -$175K 0.23% 99
2024
Q3 		$526K Hold
10,507
– – 0.35% 67
2024
Q2 		$526K Buy
+10,507
New +$525K 0.38% 58

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Wealth Group's TBIL Position: Q2 2025 in Review

Wealth Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2025, closing a stake of 7,004 shares — an estimated $350K sold.

Wealth Group first reported a position in TBIL in Q2 2024 and held it in 4 quarters. The position peaked at $526K in Q3 2024. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

  • Wealth Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 7,004 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $350K.
  • Wealth Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 4 quarters.
  • Wealth Group's F/m US Treasury 3 Month Bill Fund position peaked at $526K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.