CWM
TBIL

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B 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