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	–	4503
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OWP

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

Carson Wealth (CWM LLC)'s TBIL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 29% in Q1 2026, selling an estimated $318K and leaving 15,500 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Carson Wealth (CWM LLC) first reported a position in TBIL in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Carson Wealth (CWM LLC) held 15,500 shares of F/m US Treasury 3 Month Bill Fund worth $773K as of Q1 2026.
Carson Wealth (CWM LLC) sold 6,373 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $318K.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1708 holding.
Carson Wealth (CWM LLC) first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s F/m US Treasury 3 Month Bill Fund position peaked at $1.09M in Q4 2025.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.