Golden State Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Golden State Wealth 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	$480K	Sell	9,633 -82	-0.8%	-$4.09K	0.04%	286
2026 Q1	$484K	Sell	9,715 -150	-2%	-$7.49K	0.05%	252
2025 Q4	$492K	Buy	9,865 +38	+0.4%	+$1.9K	0.05%	257
2025 Q3	$491K	Buy	9,827 +33	+0.3%	+$1.65K	0.05%	245
2025 Q2	$490K	Sell	9,794 -763	-7%	-$38.1K	0.06%	242
2025 Q1	$528K	Sell	10,557 -330	-3%	-$16.5K	0.08%	197
2024 Q4	$543K	Buy	+10,887	New	+$544K	0.08%	187

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

Golden State Wealth Management's TBIL Position: Q2 2026 in Review

Golden State Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.84% in Q2 2026, selling an estimated $4.09K and leaving 9,633 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #286.

Golden State Wealth Management first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $543K in Q4 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Golden State Wealth Management held 9,633 shares of F/m US Treasury 3 Month Bill Fund worth $480K as of Q2 2026.
Golden State Wealth Management sold 82 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $4.09K.
F/m US Treasury 3 Month Bill Fund made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #286 holding.
Golden State Wealth 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.
Golden State Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $543K 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.