WJWM
TBIL

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

Williams Jones Wealth Management’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
Q3 		– Sell
-5,750
Closed -$287K – 528
2025
Q2 		$287K Buy
+5,750
New +$287K ﹤0.01% 424

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
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
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Williams Jones Wealth Management's TBIL Position: Q3 2025 in Review

Williams Jones Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 5,750 shares — an estimated $287K sold.

Williams Jones Wealth Management first reported a position in TBIL in Q2 2025 and held it in 1 quarter. The position peaked at $287K in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • Williams Jones Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
  • Williams Jones Wealth Management sold 5,750 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $287K.
  • Williams Jones Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and held it in 1 quarter.
  • Williams Jones Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $287K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Williams Jones Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.