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 Q3	$474K	Buy	9,504 +312	+3%	+$15.6K	0.01%	487
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

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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CX Institutional's TBIL Position: Q3 2026 in Review

CX Institutional increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 9,504 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #487.

CX Institutional first reported a position in TBIL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.67M in Q2 2025. 87 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

CX Institutional held 9,504 shares of F/m US Treasury 3 Month Bill Fund worth $474K as of Q3 2026.
CX Institutional bought 312 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $15.6K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #487 holding.
CX Institutional first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 7 quarters since.
CX Institutional's F/m US Treasury 3 Month Bill Fund position peaked at $2.67M in Q2 2025.
87 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.