Global Retirement Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Global Retirement Partners’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	$1.25M	Buy	+25,014	New	+$1.25M	0.02%	671
2025 Q4	$1.28M	Buy	25,654 +110	+0.4%	+$5.49K	0.02%	580
2025 Q3	$1.28M	Sell	25,544 -653	-2%	-$32.6K	0.03%	478
2025 Q2	$1.31M	Buy	+26,197	New	+$1.31M	0.03%	430
2024 Q4	$34.5K	Buy	692 +142	+26%	+$7.09K	﹤0.01%	1801
2024 Q3	$27.5K	Sell	550 -45	-8%	-$2.25K	﹤0.01%	1841
2024 Q2	$29.8K	Buy	+595	New	+$29.7K	﹤0.01%	1794
2023 Q4	–	Sell	-1,200	Closed	-$59.9K	–	3475
2023 Q3	$59.9K	Buy	+1,200	New	+$60K	﹤0.01%	1184

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

Global Retirement Partners's TBIL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 25,014 shares worth $1.25M. The stake represents 0.02% of the portfolio and ranks #671 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TBIL as recently as Q4 2025.

Global Retirement Partners first reported a position in TBIL in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.31M in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Global Retirement Partners held 25,014 shares of F/m US Treasury 3 Month Bill Fund worth $1.25M as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new Global Retirement Partners position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #671 holding.
Global Retirement Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 8 quarters since.
Global Retirement Partners's F/m US Treasury 3 Month Bill Fund position peaked at $1.31M 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.