Clear Creek Financial Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Clear Creek Financial 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	$7.15M	Buy	143,368 +4,757	+3%	+$237K	0.46%	53
2026 Q1	$6.91M	Sell	138,611 -3,631	-3%	-$181K	0.53%	43
2025 Q4	$7.1M	Buy	142,242 +26,236	+23%	+$1.31M	0.58%	36
2025 Q3	$5.8M	Buy	116,006 +92,816	+400%	+$4.63M	0.5%	42
2025 Q2	$1.16M	Buy	+23,190	New	+$1.16M	0.11%	197

Other funds holding TBIL

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Clear Creek Financial Management's TBIL Position: Q2 2026 in Review

Clear Creek Financial Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.4% in Q2 2026, buying an estimated $237K and bringing the position to 143,368 shares worth $7.15M. The position accounts for 0.46% of the portfolio, ranked #53.

Clear Creek Financial Management first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. 210 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Clear Creek Financial Management held 143,368 shares of F/m US Treasury 3 Month Bill Fund worth $7.15M as of Q2 2026.
Clear Creek Financial Management bought 4,757 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $237K.
F/m US Treasury 3 Month Bill Fund made up 0.46% of Clear Creek Financial Management's portfolio in Q2 2026, its #53 holding.
Clear Creek Financial Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 5 quarters since.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.