WP
TBIL

WealthSource Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

WealthSource Partners’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
2023
Q4 		$4.63M Buy
92,786
+42,162
+83% +$2.11M 0.3% 55
2023
Q3 		$2.53M Buy
+50,624
New +$2.53M 0.17% 99

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

WealthSource Partners's TBIL Position: Q4 2023 in Review

WealthSource Partners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 83% in Q4 2023, buying an estimated $2.11M and bringing the position to 92,786 shares worth $4.63M. The position accounts for 0.3% of the portfolio, ranked #55.

WealthSource Partners first reported a position in TBIL in Q3 2023 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold TBIL as of Q4 2023.

  • WealthSource Partners held 92,786 shares of F/m US Treasury 3 Month Bill Fund worth $4.63M as of Q4 2023.
  • WealthSource Partners bought 42,162 F/m US Treasury 3 Month Bill Fund shares in Q4 2023, an estimated $2.11M.
  • F/m US Treasury 3 Month Bill Fund made up 0.3% of WealthSource Partners's portfolio in Q4 2023, its #55 holding.
  • WealthSource Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.