ZIM
TBIL icon

Zacks Investment Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Zacks Investment 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
Q4 		– Sell
-5,057
Closed -$253K – 824
2025
Q3 		$253K Buy
5,057
+352
+7% +$17.6K ﹤0.01% 621
2025
Q2 		$235K Buy
4,705
+557
+13% +$27.8K ﹤0.01% 602
2025
Q1 		$207K Hold
4,148
– – ﹤0.01% 611
2024
Q4 		$207K Sell
4,148
-2,174
-34% -$109K ﹤0.01% 624
2024
Q3 		$316K Buy
+6,322
New +$316K ﹤0.01% 549

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Zacks Investment Management's TBIL Position: Q4 2025 in Review

Zacks Investment Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 5,057 shares — an estimated $253K sold.

Zacks Investment Management first reported a position in TBIL in Q3 2024 and held it in 5 quarters. The position peaked at $316K in Q3 2024. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

  • Zacks Investment Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
  • Zacks Investment Management sold 5,057 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $253K.
  • Zacks Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and held it in 5 quarters.
  • Zacks Investment Management's F/m US Treasury 3 Month Bill Fund position peaked at $316K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Zacks Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.