Carson Wealth (CWM LLC)
TBIL

Carson Wealth (CWM LLC)’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Carson Wealth (CWM LLC)’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 		$773K Sell
15,500
-6,373
-29% -$318K ﹤0.01% 1708
2025
Q4 		$1.09M Buy
21,873
+21,292
+3,665% +$1.06M ﹤0.01% 1444
2025
Q3 		$29K Sell
581
-979
-63% -$48.9K ﹤0.01% 3911
2025
Q2 		$78K Sell
1,560
-339
-18% -$16.9K ﹤0.01% 2927
2025
Q1 		$95K Hold
1,899
– – ﹤0.01% 2470
2024
Q4 		$95K Hold
1,899
– – ﹤0.01% 2313
2024
Q3 		$95K Buy
+1,899
New +$94.8K ﹤0.01% 2228
2023
Q4 		– Sell
-2,344
Closed -$117K – 4505
2023
Q3 		$117K Sell
2,344
-35
-1% -$1.75K ﹤0.01% 1547
2023
Q2 		$119K Buy
+2,379
New +$119K ﹤0.01% 1483

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
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