CWL
TBIL

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

Causey Wealth 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
Q2 		– Sell
-5,800
Closed -$289K – 87
2026
Q1 		$289K Buy
+5,800
New +$290K 0.12% 71

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Causey Wealth LLC's TBIL Position: Q2 2026 in Review

Causey Wealth LLC sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026, closing a stake of 5,800 shares — an estimated $289K sold.

Causey Wealth LLC first reported a position in TBIL in Q1 2026 and held it in 1 quarter. The position peaked at $289K in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Causey Wealth LLC reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2026 after selling out during the quarter.
  • Causey Wealth LLC sold 5,800 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $289K.
  • Causey Wealth LLC first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2026 and held it in 1 quarter.
  • Causey Wealth LLC's F/m US Treasury 3 Month Bill Fund position peaked at $289K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.