Commonwealth Equity Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Commonwealth Equity Services’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	$47.4M	Buy	951,425 +165,285	+21%	+$8.25M	0.06%	317
2026 Q1	$39.2M	Sell	786,140 -69,860	-8%	-$3.49M	0.05%	343
2025 Q4	$42.7M	Buy	856,000 +39,899	+5%	+$1.99M	0.06%	324
2025 Q3	$40.8M	Sell	816,101 -97,659	-11%	-$4.88M	0.05%	343
2025 Q2	$45.7M	Sell	913,760 -41,876	-4%	-$2.09M	0.06%	314
2025 Q1	$47.8M	Buy	955,636 +69,397	+8%	+$3.47M	0.07%	278
2024 Q4	$44.2M	Buy	886,239 +255,237	+40%	+$12.7M	0.06%	277
2024 Q3	$31.6M	Buy	631,002 +173,143	+38%	+$8.65M	0.05%	369
2024 Q2	$22.9M	Buy	457,859 +48,094	+12%	+$2.4M	0.04%	450
2024 Q1	$20.5M	Buy	409,765 +114,605	+39%	+$5.73M	0.03%	485
2023 Q4	$14.7M	Buy	295,160 +62,117	+27%	+$3.1M	0.03%	559
2023 Q3	$11.7M	Buy	233,043 +129,026	+124%	+$6.45M	0.02%	615
2023 Q2	$5.21M	Buy	104,017 +8,516	+9%	+$426K	0.01%	1015
2023 Q1	$4.78M	Buy	+95,501	New	+$4.77M	0.01%	1019

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

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

Commonwealth Equity Services's TBIL Position: Q2 2026 in Review

Commonwealth Equity Services increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 21% in Q2 2026, buying an estimated $8.25M and bringing the position to 951,425 shares worth $47.4M. The position accounts for 0.06% of the portfolio, ranked #317.

Commonwealth Equity Services first reported a position in TBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $47.8M in Q1 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Commonwealth Equity Services held 951,425 shares of F/m US Treasury 3 Month Bill Fund worth $47.4M as of Q2 2026.
Commonwealth Equity Services bought 165,285 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $8.25M.
F/m US Treasury 3 Month Bill Fund made up 0.06% of Commonwealth Equity Services's portfolio in Q2 2026, its #317 holding.
Commonwealth Equity Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's F/m US Treasury 3 Month Bill Fund position peaked at $47.8M in Q1 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.