CX Institutional’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

CX Institutional’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	$458K	Sell	9,192 -267	-3%	-$13.3K	0.01%	496
2026 Q1	$472K	Sell	9,459 -4,668	-33%	-$233K	0.01%	473
2025 Q4	$705K	Sell	14,127 -21,403	-60%	-$1.07M	0.02%	338
2025 Q3	$1.78M	Sell	35,530 -17,945	-34%	-$896K	0.05%	217
2025 Q2	$2.67M	Buy	53,475 +2,380	+5%	+$119K	0.09%	174
2025 Q1	$2.56M	Buy	+51,095	New	+$2.55M	0.1%	171

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

CX Institutional's TBIL Position: Q2 2026 in Review

CX Institutional reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 2.8% in Q2 2026, selling an estimated $13.3K and leaving 9,192 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #496.

CX Institutional first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.67M in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

CX Institutional held 9,192 shares of F/m US Treasury 3 Month Bill Fund worth $458K as of Q2 2026.
CX Institutional sold 267 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $13.3K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of CX Institutional's portfolio in Q2 2026, its #496 holding.
CX Institutional first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
CX Institutional's F/m US Treasury 3 Month Bill Fund position peaked at $2.67M 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.