Elmwood Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Elmwood Wealth Management’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	$514K	Hold	10,315	–	–	0.13%	126
2026 Q1	$514K	Hold	10,315	–	–	0.14%	117
2025 Q4	$515K	Hold	10,315	–	–	0.16%	114
2025 Q3	$516K	Hold	10,315	–	–	0.18%	100
2025 Q2	$516K	Hold	10,315	–	–	0.2%	95
2025 Q1	$516K	Hold	10,315	–	–	0.21%	93
2024 Q4	$514K	Hold	10,315	–	–	0.21%	92
2024 Q3	$516K	Buy	+10,315	New	+$515K	0.21%	94

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

Elmwood Wealth Management's TBIL Position: Q2 2026 in Review

Elmwood Wealth Management held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 10,315 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #126.

Elmwood Wealth Management first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $516K in Q3 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Elmwood Wealth Management held 10,315 shares of F/m US Treasury 3 Month Bill Fund worth $514K as of Q2 2026.
Elmwood Wealth Management left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.13% of Elmwood Wealth Management's portfolio in Q2 2026, its #126 holding.
Elmwood Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 8 quarters since.
Elmwood Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $516K in Q3 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.