F/m Investments Becomes First ETF Issuer to Launch Dual Share Class Fund

WASHINGTON--(BUSINESS WIRE)--F/m Investments ("F/m"), an $18 billion fixed income investment firm, today announced that its flagship TBIL U.S. Treasury 3-Month Bill strategy is now available in both ETF and mutual fund share classes within a single fund. Financial advisors and investors can access the same portfolio, the same performance history, and the same management team through whichever vehicle fits their needs without compromise. The launch marks the first time an ETF issuer has brought.

Business Wire • Feb 12, 2026

Why a $17 Million ETF Exit Might Signal a Shift Toward Higher-Conviction Assets

Strong Tower Advisory Services sold 342,799 shares of TBIL in the fourth quarter. The estimated transaction value was $17.14 million.

The Motley Fool • Feb 2, 2026

Why This $6 Million Trim of a 3-Month Treasury ETF Might Signal a Shift in Cash Strategy

Wealthstar Advisors sold 129,169 shares of TBIL in the fourth quarter; the estimated trade size was $6.45 million based on quarterly average prices. The transaction represented 2.8% of 13F reportable AUM.

The Motley Fool • Jan 31, 2026

Obermeyer Loads Up On 187K TBIL Shares As the ETF May Soon Be Tokenized

Obermeyer recently purchased 186,777 shares of TBIL; estimated to have a transactional value of $9.33 million, based on average pricing during the quarter. F/m Investments, the manager of the TBIL ETF, recently filed a one-of-its-kind application with the SEC, where it wants to digitally tokenize shares of the ETF.

The Motley Fool • Feb 1, 2026

Filing for Tokenized ETF Shares Highlights Market Innovation

One of the investment trends of 2025 that could continue proliferating in 2026 is real-world asset (RWA) tokenization, and it could see greater adoption in the ETF marketplace. F/m Investments, an innovator of ETF products since 2018, announced that they filed an exemptive application with the U.S.

ETF Trends • Jan 22, 2026

F/m Investments Files First-of-Its-Kind SEC Application for Tokenized ETF Shares

WASHINGTON--(BUSINESS WIRE)--F/m Investments (“F/m”), an $18 billion investment firm, today filed an exemptive application with the U.S. Securities and Exchange Commission (the “SEC”) seeking permission to record ownership of tokenized shares in the F/m US Treasury 3 Month Bill ETF (TBIL) on a permissioned blockchain ledger. The application is believed to be the first filed by an ETF issuer seeking SEC relief specifically for tokenized shares of a registered investment company. "Tokenization is.

Business Wire • Jan 21, 2026

Hard To Imagine A Retirement Portfolio Without These 2 Gems

The year is 2026, and the market (and macro) environment seem to be exactly the opposite of what is required for stress-free income. For prudent income investors, considering taking some risk off the table might be a good idea. But in most cases it comes at the cost of reduced income potential.

Seeking Alpha • Jan 6, 2026

TBIL: Risk-Free Rate Exposition

F/m US Treasury 3 Month Bill ETF (TBIL) offers direct, low-risk exposure to short-term US Treasury yields, closely tracking the 3-month bill rate. TBIL's yield is highly sensitive to Federal Reserve rate changes, with recent cuts reducing its carry and dividend growth rate. The ETF's 0.15% expense ratio is higher than peers like SGOV (0.09%) and VBIL (0.07%), impacting net returns.

Seeking Alpha • Jan 5, 2026

Is Your Retirement Income Enough? How I Leveled Up Mine With Covered Call ETFs

Yield for traditional income sources have started to compress. For income-oriented investors, who seek to build a reliable passive income machine it causes a real headache. To hit a certain target income figure, investors have to assume either higher risks, extend time horizon or save/invest more capital.

Seeking Alpha • Dec 3, 2025

This Wealth Firm's $11 Million Bet on Short-Term Treasury Bills Shows a Cautious Optimism

Utah-based wealth manager Coign Capital added 60,906 shares of TBIL for an estimated $3 million in the third quarter. The transaction value represented 1.7% of 13F reportable AUM as of quarter-end.

The Motley Fool • Nov 2, 2025