Creative Financial Designs’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Creative Financial Designs’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	$35.5K	Buy	712 +6	+0.8%	+$300	﹤0.01%	1127
2026 Q1	$35.2K	Sell	706 -3	-0.4%	-$150	﹤0.01%	1023
2025 Q4	$35.4K	Sell	709 -132	-16%	-$6.59K	﹤0.01%	988
2025 Q3	$42.1K	Sell	841 -1,407	-63%	-$70.2K	﹤0.01%	911
2025 Q2	$112K	Buy	2,248 +308	+16%	+$15.4K	0.01%	637
2025 Q1	$97K	Buy	1,940 +864	+80%	+$43.1K	0.01%	629
2024 Q4	$53.6K	Sell	1,076 -396	-27%	-$19.8K	﹤0.01%	770
2024 Q3	$73.7K	Buy	1,472 +745	+102%	+$37.2K	0.01%	668
2024 Q2	$36.3K	Buy	+727	New	+$36.3K	﹤0.01%	842

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

Creative Financial Designs's TBIL Position: Q2 2026 in Review

Creative Financial Designs increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.85% in Q2 2026, buying an estimated $300 and bringing the position to 712 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Creative Financial Designs first reported a position in TBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $112K in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Creative Financial Designs held 712 shares of F/m US Treasury 3 Month Bill Fund worth $35.5K as of Q2 2026.
Creative Financial Designs bought 6 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $300.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1127 holding.
Creative Financial Designs first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 9 quarters since.
Creative Financial Designs's F/m US Treasury 3 Month Bill Fund position peaked at $112K in Q2 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.