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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Global View Capital Management's TBIL Position: Q1 2026 in Review

Global View Capital Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.8% in Q1 2026, selling an estimated $279K and leaving 76,206 shares worth $3.8M. The position accounts for 1.01% of the portfolio, ranked #11.

Global View Capital Management first reported a position in TBIL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.65M in Q4 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Global View Capital Management held 76,206 shares of F/m US Treasury 3 Month Bill Fund worth $3.8M as of Q1 2026.
Global View Capital Management sold 5,589 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $279K.
F/m US Treasury 3 Month Bill Fund made up 1.01% of Global View Capital Management's portfolio in Q1 2026, its #11 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 6 quarters since.
Global View Capital Management's F/m US Treasury 3 Month Bill Fund position peaked at $6.65M in Q4 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.