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

Crown 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	$274K	Sell	5,500 -219	-4%	-$10.9K	0.07%	118
2026 Q1	$285K	Sell	5,719 -545	-9%	-$27.2K	0.08%	103
2025 Q4	$312K	Sell	6,264 -14,993	-71%	-$749K	0.09%	92
2025 Q3	$1.06M	Sell	21,257 -13,284	-38%	-$663K	0.32%	44
2025 Q2	$1.73M	Buy	34,541 +18,112	+110%	+$904K	0.65%	28
2025 Q1	$822K	Sell	16,429 -121	-0.7%	-$6.04K	0.43%	38
2024 Q4	$825K	Sell	16,550 -6,682	-29%	-$334K	0.34%	45
2024 Q3	$1.16M	Buy	23,232 +436	+2%	+$21.8K	0.51%	32
2024 Q2	$1.14M	Sell	22,796 -5,894	-21%	-$294K	0.57%	32
2024 Q1	$1.44M	Buy	28,690 +11,370	+66%	+$568K	0.74%	23
2023 Q4	$864K	Buy	+17,320	New	+$865K	0.52%	26

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

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

Crown Wealth Group reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.8% in Q2 2026, selling an estimated $10.9K and leaving 5,500 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #118.

Crown Wealth Group first reported a position in TBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Crown Wealth Group held 5,500 shares of F/m US Treasury 3 Month Bill Fund worth $274K as of Q2 2026.
Crown Wealth Group sold 219 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $10.9K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #118 holding.
Crown Wealth Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and has held it in 11 quarters since.
Crown Wealth Group's F/m US Treasury 3 Month Bill Fund position peaked at $1.73M 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 Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.