Encompass More Asset Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Encompass More Asset 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	$496K	Sell	9,944 -964	-9%	-$48.1K	0.07%	166
2026 Q1	$544K	Sell	10,908 -2,699	-20%	-$135K	0.09%	128
2025 Q4	$679K	Sell	13,607 -1,353	-9%	-$67.6K	0.13%	120
2025 Q3	$748K	Sell	14,960 -2,089	-12%	-$104K	0.14%	110
2025 Q2	$852K	Buy	17,049 +6,741	+65%	+$337K	0.2%	100
2025 Q1	$516K	Buy	+10,308	New	+$515K	0.15%	118

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

Encompass More Asset Management's TBIL Position: Q2 2026 in Review

Encompass More Asset Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.8% in Q2 2026, selling an estimated $48.1K and leaving 9,944 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #166.

Encompass More Asset Management first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Encompass More Asset Management held 9,944 shares of F/m US Treasury 3 Month Bill Fund worth $496K as of Q2 2026.
Encompass More Asset Management sold 964 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $48.1K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Encompass More Asset Management's portfolio in Q2 2026, its #166 holding.
Encompass More Asset Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
Encompass More Asset Management's F/m US Treasury 3 Month Bill Fund position peaked at $852K 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 Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.