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

Belpointe Asset 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 Q2	$292K	Sell	5,858 -537	-8%	-$26.8K	0.01%	910
2026 Q1	$319K	Buy	6,395 +34	+0.5%	+$1.7K	0.01%	840
2025 Q4	$317K	Buy	6,361 +184	+3%	+$9.19K	0.01%	815
2025 Q3	$309K	Sell	6,177 -2,710	-30%	-$135K	0.01%	789
2025 Q2	$444K	Sell	8,887 -4,703	-35%	-$235K	0.02%	615
2025 Q1	$680K	Buy	13,590 +3,198	+31%	+$160K	0.04%	456
2024 Q4	$520K	Sell	10,392 -4,317	-29%	-$216K	0.03%	497
2024 Q3	$736K	Buy	14,709 +9,853	+203%	+$492K	0.04%	396
2024 Q2	$243K	Buy	+4,856	New	+$242K	0.02%	659

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's TBIL Position: Q2 2026 in Review

Belpointe Asset Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.4% in Q2 2026, selling an estimated $26.8K and leaving 5,858 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #910.

Belpointe Asset Management first reported a position in TBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $736K in Q3 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Belpointe Asset Management held 5,858 shares of F/m US Treasury 3 Month Bill Fund worth $292K as of Q2 2026.
Belpointe Asset Management sold 537 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $26.8K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #910 holding.
Belpointe Asset Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 9 quarters since.
Belpointe Asset Management's F/m US Treasury 3 Month Bill Fund position peaked at $736K in Q3 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.