Capital Square’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Capital Square’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 Q3	$330K	Sell	6,625 -6,246	-49%	-$312K	0.15%	144
2026 Q2	$643K	Sell	12,871 -4,942	-28%	-$247K	0.28%	93
2026 Q1	$890K	Buy	+17,813	New	+$889K	0.41%	67

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Capital Square's TBIL Position: Q3 2026 in Review

Capital Square reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 49% in Q3 2026, selling an estimated $312K and leaving 6,625 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #144.

Capital Square first reported a position in TBIL in Q1 2026 and has held it in 3 quarters since. The position peaked at $890K in Q1 2026. 101 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Capital Square held 6,625 shares of F/m US Treasury 3 Month Bill Fund worth $330K as of Q3 2026.
Capital Square sold 6,246 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $312K.
F/m US Treasury 3 Month Bill Fund made up 0.15% of Capital Square's portfolio in Q3 2026, its #144 holding.
Capital Square first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2026 and has held it in 3 quarters since.
Capital Square's F/m US Treasury 3 Month Bill Fund position peaked at $890K in Q1 2026.
101 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.