Family Office Research’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Family Office Research’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	$13.9M	Buy	278,261 +46,649	+20%	+$2.33M	5.2%	8
2026 Q1	$11.5M	Sell	231,612 -36,468	-14%	-$1.82M	5.02%	8
2025 Q4	$13.4M	Sell	268,080 -76,748	-22%	-$3.83M	5.48%	5
2025 Q3	$17.2M	Buy	344,828 +108,882	+46%	+$5.44M	7.54%	3
2025 Q2	$11.8M	Sell	235,946 -144,371	-38%	-$7.21M	5.58%	5
2025 Q1	$19M	Sell	380,317 -50,833	-12%	-$2.54M	9.26%	3
2024 Q4	$21.5M	Buy	+431,150	New	+$21.5M	9.42%	2

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Family Office Research's TBIL Position: Q2 2026 in Review

Family Office Research increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 20% in Q2 2026, buying an estimated $2.33M and bringing the position to 278,261 shares worth $13.9M. The position accounts for 5.2% of the portfolio, ranked #8.

Family Office Research first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.5M in Q4 2024. 275 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Family Office Research held 278,261 shares of F/m US Treasury 3 Month Bill Fund worth $13.9M as of Q2 2026.
Family Office Research bought 46,649 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $2.33M.
F/m US Treasury 3 Month Bill Fund made up 5.2% of Family Office Research's portfolio in Q2 2026, its #8 holding.
Family Office Research first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 7 quarters since.
Family Office Research's F/m US Treasury 3 Month Bill Fund position peaked at $21.5M in Q4 2024.
275 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.