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

49 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
2026 Q1	$2.09M	Sell	41,969 -866	-2%	-$43.2K	0.16%	43
2025 Q4	$2.14M	Sell	42,835 -94,306	-69%	-$4.71M	0.17%	45
2025 Q3	$6.86M	Sell	137,141 -85,156	-38%	-$4.25M	0.65%	21
2025 Q2	$11.1M	Sell	222,297 -44,883	-17%	-$2.24M	1.18%	18
2025 Q1	$13.4M	Sell	267,180 -17,104	-6%	-$854K	1.61%	17
2024 Q4	$14.2M	Buy	284,284 +139,348	+96%	+$6.96M	2.02%	14
2024 Q3	$7.25M	Buy	144,936 +21,169	+17%	+$1.06M	1.18%	18
2024 Q2	$6.16M	Buy	+123,767	New	+$6.18M	1.22%	22

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

49 Wealth Management's TBIL Position: Q1 2026 in Review

49 Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 2% in Q1 2026, selling an estimated $43.2K and leaving 41,969 shares worth $2.09M. The position accounts for 0.16% of the portfolio, ranked #43.

49 Wealth Management first reported a position in TBIL in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.2M in Q4 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

49 Wealth Management held 41,969 shares of F/m US Treasury 3 Month Bill Fund worth $2.09M as of Q1 2026.
49 Wealth Management sold 866 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $43.2K.
F/m US Treasury 3 Month Bill Fund made up 0.16% of 49 Wealth Management's portfolio in Q1 2026, its #43 holding.
49 Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 8 quarters since.
49 Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $14.2M in Q4 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.