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

Global View Capital 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	$3.97M	Buy	79,664 +3,458	+5%	+$173K	0.82%	16
2026 Q1	$3.8M	Sell	76,206 -5,589	-7%	-$279K	1.01%	11
2025 Q4	$4.08M	Sell	81,795 -7,120	-8%	-$356K	0.76%	11
2025 Q3	$4.45M	Sell	88,915 -7,227	-8%	-$361K	0.94%	11
2025 Q2	$4.81M	Buy	96,142 +5,129	+6%	+$256K	1.54%	8
2025 Q1	$4.55M	Sell	91,013 -42,423	-32%	-$2.12M	1.65%	8
2024 Q4	$6.65M	Buy	+133,436	New	+$6.66M	2.33%	8

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 View Capital Management's TBIL Position: Q2 2026 in Review

Global View Capital Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 4.5% in Q2 2026, buying an estimated $173K and bringing the position to 79,664 shares worth $3.97M. The position accounts for 0.82% of the portfolio, ranked #16.

Global View Capital Management first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.65M in Q4 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Global View Capital Management held 79,664 shares of F/m US Treasury 3 Month Bill Fund worth $3.97M as of Q2 2026.
Global View Capital Management bought 3,458 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $173K.
F/m US Treasury 3 Month Bill Fund made up 0.82% of Global View Capital Management's portfolio in Q2 2026, its #16 holding.
Global View Capital Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 7 quarters since.
Global View Capital Management's F/m US Treasury 3 Month Bill Fund position peaked at $6.65M in Q4 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.