GPS Wealth Strategies Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	$314K	Buy	+6,300	New	+$315K	0.27%	74
2025 Q1	–	Sell	-6,975	Closed	-$348K	–	1568
2024 Q4	$348K	Sell	6,975 -1,014	-13%	-$50.6K	0.04%	219
2024 Q3	$398K	Buy	+7,989	New	+$399K	0.05%	213

Other funds holding TBIL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GPS Wealth Strategies Group's TBIL Position: Q4 2025 in Review

GPS Wealth Strategies Group opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025: 6,300 shares worth $314K. The stake represents 0.27% of the portfolio and ranks #74 among its holdings. This is a return to the name: GPS Wealth Strategies Group previously reported a position in TBIL as recently as Q4 2024.

GPS Wealth Strategies Group first reported a position in TBIL in Q3 2024 and has held it in 3 quarters since. The position peaked at $398K in Q3 2024. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

GPS Wealth Strategies Group held 6,300 shares of F/m US Treasury 3 Month Bill Fund worth $314K as of Q4 2025.
F/m US Treasury 3 Month Bill Fund was a new GPS Wealth Strategies Group position in Q4 2025.
F/m US Treasury 3 Month Bill Fund made up 0.27% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #74 holding.
GPS Wealth Strategies Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 3 quarters since.
GPS Wealth Strategies Group's F/m US Treasury 3 Month Bill Fund position peaked at $398K in Q3 2024.
306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.