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 Q3	$262K	Sell	5,266 -234	-4%	-$11.7K	0.07%	114
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

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

Crown Wealth Group's TBIL Position: Q3 2026 in Review

Crown Wealth Group reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 4.3% in Q3 2026, selling an estimated $11.7K and leaving 5,266 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #114.

Crown Wealth Group first reported a position in TBIL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.73M in Q2 2025. 210 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Crown Wealth Group held 5,266 shares of F/m US Treasury 3 Month Bill Fund worth $262K as of Q3 2026.
Crown Wealth Group sold 234 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $11.7K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Crown Wealth Group's portfolio in Q3 2026, its #114 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 12 quarters since.
Crown Wealth Group's F/m US Treasury 3 Month Bill Fund position peaked at $1.73M in Q2 2025.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.