CWG
TBIL

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
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
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