CWG
TBIL

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Cornerstone Wealth Group's TBIL Position: Q1 2026 in Review

Cornerstone Wealth Group held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q1 2026 at 5,013 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #375.

Cornerstone Wealth Group first reported a position in TBIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q3 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Cornerstone Wealth Group held 5,013 shares of F/m US Treasury 3 Month Bill Fund worth $250K as of Q1 2026.
  • Cornerstone Wealth Group left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q1 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #375 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 3 quarters since.
  • Cornerstone Wealth Group's F/m US Treasury 3 Month Bill Fund position peaked at $251K in Q3 2025.
  • 320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.