WS
TBIL

Wedbush Securities’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Wedbush Securities’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
Q1 		$2.07M Buy
41,547
+7,215
+21% +$360K 0.06% 258
2025
Q4 		$1.71M Buy
34,332
+21,440
+166% +$1.07M 0.05% 298
2025
Q3 		$645K Buy
12,892
+5,977
+86% +$298K 0.02% 563
2025
Q2 		$346K Buy
+6,915
New +$345K 0.01% 773

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Wedbush Securities's TBIL Position: Q1 2026 in Review

Wedbush Securities increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 21% in Q1 2026, buying an estimated $360K and bringing the position to 41,547 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #258.

Wedbush Securities first reported a position in TBIL in Q2 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Wedbush Securities held 41,547 shares of F/m US Treasury 3 Month Bill Fund worth $2.07M as of Q1 2026.
  • Wedbush Securities bought 7,215 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $360K.
  • F/m US Treasury 3 Month Bill Fund made up 0.06% of Wedbush Securities's portfolio in Q1 2026, its #258 holding.
  • Wedbush Securities first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.