

A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet.

Exchange 2026 brought together experts and leaders from firms of all kinds to share ideas, showcase investment perspectives, and discuss the latest market innovations. Alex Morris, CEO of F/m Investments, sat down with the VettaFi team to talk about today's fixed income environment, the F/m fund lineup, and much more.

Alpine Bank Wealth Management increased its stake in shares of US Treasury 3 Month Bill ETF (NASDAQ: TBIL) by 28.5% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 222,955 shares of the company's stock after buying an additional 49,494

The convergence of ETFs, mutual funds, and tokenization is gaining momentum as asset managers look for ways to modernize product structures, expand distribution, and future-proof their businesses without abandoning established regulatory frameworks.

Mounting tensions in the Middle East have pushed Brent crude prices well over $100 a barrel, while Treasury yields remain stubbornly high at 4.25%. In response, ETF flows have fractured into a distinct ‘barbell' formation.

WASHINGTON--(BUSINESS WIRE)--F/m Investments ("F/m"), an $18 billion fixed income investment firm, has been named a winner at the With Intelligence Mutual Fund & ETF Awards, with the U.S. Benchmark Series receiving top honors in the ETF Suite of the Year Category. The recognition reflects the series' impact on how advisors and institutions implement Treasury exposure — and signals broader industry recognition of F/m's approach to fixed income design. The With Intelligence Mutual 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.

Strong Tower Advisory Services sold 342,799 shares of TBIL in the fourth quarter. The estimated transaction value was $17.14 million.
SEC filings for TBIL aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.