Cypress Capital’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Cypress Capital’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	$5.97M	Buy	119,748 +14,175	+13%	+$708K	1.61%	12
2026 Q1	$5.26M	Buy	105,573 +330	+0.3%	+$16.5K	1.5%	13
2025 Q4	$5.25M	Buy	105,243 +39,341	+60%	+$1.96M	1.47%	13
2025 Q3	$3.3M	Sell	65,902 -20,373	-24%	-$1.02M	0.94%	18
2025 Q2	$4.31M	Sell	86,275 -22,303	-21%	-$1.11M	1.25%	14
2025 Q1	$5.43M	Sell	108,578 -13,903	-11%	-$694K	1.57%	14
2024 Q4	$6.11M	Buy	122,481 +48,543	+66%	+$2.42M	1.75%	14
2024 Q3	$3.7M	Buy	73,938 +62,185	+529%	+$3.1M	0.95%	16
2024 Q2	$588K	Buy	+11,753	New	+$587K	0.15%	64

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Capital's TBIL Position: Q2 2026 in Review

Cypress Capital increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 13% in Q2 2026, buying an estimated $708K and bringing the position to 119,748 shares worth $5.97M. The position accounts for 1.61% of the portfolio, ranked #12.

Cypress Capital first reported a position in TBIL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.11M in Q4 2024. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Cypress Capital held 119,748 shares of F/m US Treasury 3 Month Bill Fund worth $5.97M as of Q2 2026.
Cypress Capital bought 14,175 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $708K.
F/m US Treasury 3 Month Bill Fund made up 1.61% of Cypress Capital's portfolio in Q2 2026, its #12 holding.
Cypress Capital first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 9 quarters since.
Cypress Capital's F/m US Treasury 3 Month Bill Fund position peaked at $6.11M in Q4 2024.
46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.