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

Cornerstone Wealth 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 Q3	$804K	Buy	16,127 +2,418	+18%	+$121K	0.03%	379
2026 Q2	$684K	Sell	13,709 -4,667	-25%	-$233K	0.03%	418
2026 Q1	$916K	Sell	18,376 -944	-5%	-$47.1K	0.05%	326
2025 Q4	$964K	Buy	19,320 +8,246	+74%	+$412K	0.05%	297
2025 Q3	$554K	Buy	11,074 +1,276	+13%	+$63.7K	0.03%	397
2025 Q2	$490K	Buy	9,798 +4,295	+78%	+$214K	0.03%	398
2025 Q1	$275K	Buy	5,503 +982	+22%	+$49K	0.02%	497
2024 Q4	$225K	Buy	+4,521	New	+$226K	0.02%	531
2024 Q3	–	Sell	-8,242	Closed	-$412K	–	588
2024 Q2	$412K	Buy	8,242 +3,155	+62%	+$158K	0.03%	368
2024 Q1	$255K	Buy	5,087 +264	+5%	+$13.2K	0.02%	470
2023 Q4	$240K	Buy	+4,823	New	+$241K	0.02%	462

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Cornerstone Wealth Management's TBIL Position: Q3 2026 in Review

Cornerstone Wealth Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 18% in Q3 2026, buying an estimated $121K and bringing the position to 16,127 shares worth $804K. The position accounts for 0.03% of the portfolio, ranked #379.

Cornerstone Wealth Management first reported a position in TBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $964K in Q4 2025. 210 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Cornerstone Wealth Management held 16,127 shares of F/m US Treasury 3 Month Bill Fund worth $804K as of Q3 2026.
Cornerstone Wealth Management bought 2,418 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $121K.
F/m US Treasury 3 Month Bill Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #379 holding.
Cornerstone Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $964K in Q4 2025.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.