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

Cornerstone Wealth Group’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	$250K	Hold	5,013	–	–	0.01%	413
2026 Q1	$250K	Hold	5,013	–	–	0.02%	375
2025 Q4	$250K	Hold	5,013	–	–	0.02%	317
2025 Q3	$251K	Buy	+5,013	New	+$250K	0.02%	290

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Group's TBIL Position: Q2 2026 in Review

Cornerstone Wealth Group held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 5,013 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #413.

Cornerstone Wealth Group first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $251K in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Cornerstone Wealth Group held 5,013 shares of F/m US Treasury 3 Month Bill Fund worth $250K as of Q2 2026.
Cornerstone Wealth Group left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #413 holding.
Cornerstone Wealth Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
Cornerstone Wealth Group's F/m US Treasury 3 Month Bill Fund position peaked at $251K in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.