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

Axxcess 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	–	Sell	-4,851	Closed	-$242K	–	934
2025 Q4	$242K	Buy	4,851 +693	+17%	+$34.6K	﹤0.01%	921
2025 Q3	$208K	Buy	+4,158	New	+$208K	﹤0.01%	879
2023 Q4	–	Sell	-12,280	Closed	-$615K	–	927
2023 Q3	$615K	Buy	+12,280	New	+$614K	0.02%	421

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

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

Axxcess Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 4,851 shares — an estimated $242K sold.

Axxcess Wealth Management first reported a position in TBIL in Q3 2023 and held it in 3 quarters. The position peaked at $615K in Q3 2023. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Axxcess Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 4,851 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $242K.
Axxcess Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 3 quarters.
Axxcess Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $615K in Q3 2023.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.