YAL
TBIL

Your Advocates Ltd’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Your Advocates Ltd’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 		– Sell
-3,231
Closed -$162K – 277
2023
Q3 		$162K Buy
+3,231
New +$161K 0.1% 32

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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 $6.71B AUM 23.99% 1-Year Est. Return

Your Advocates Ltd's TBIL Position: Q4 2023 in Review

Your Advocates Ltd sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2023, closing a stake of 3,231 shares — an estimated $162K sold.

Your Advocates Ltd first reported a position in TBIL in Q3 2023 and held it in 1 quarter. The position peaked at $162K in Q3 2023. 154 funds tracked by Wall St. Rank hold TBIL as of Q4 2023.

  • Your Advocates Ltd reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2023 after selling out during the quarter.
  • Your Advocates Ltd sold 3,231 F/m US Treasury 3 Month Bill Fund shares in Q4 2023, an estimated $162K.
  • Your Advocates Ltd first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 1 quarter.
  • Your Advocates Ltd's F/m US Treasury 3 Month Bill Fund position peaked at $162K in Q3 2023.
  • 154 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.