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

IHT 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	$396K	Sell	7,935 -4,251	-35%	-$212K	0.01%	920
2026 Q1	$608K	Sell	12,186 -6,250	-34%	-$312K	0.01%	755
2025 Q4	$920K	Buy	18,436 +332	+2%	+$16.6K	0.02%	567
2025 Q3	$905K	Sell	18,104 -7,568	-29%	-$378K	0.02%	563
2025 Q2	$1.28M	Buy	25,672 +2,914	+13%	+$145K	0.04%	432
2025 Q1	$1.14M	Sell	22,758 -65,570	-74%	-$3.27M	0.04%	436
2024 Q4	$4.4M	Sell	88,328 -42,273	-32%	-$2.11M	0.14%	141
2024 Q3	$6.53M	Buy	130,601 +75,776	+138%	+$3.78M	0.19%	107
2024 Q2	$2.74M	Buy	54,825 +24,976	+84%	+$1.25M	0.1%	196
2024 Q1	$1.49M	Buy	29,849 +3,770	+14%	+$188K	0.06%	326
2023 Q4	$1.3M	Buy	26,079 +20,253	+348%	+$1.01M	0.06%	317
2023 Q3	$292K	Buy	+5,826	New	+$291K	0.01%	743

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

IHT Wealth Management's TBIL Position: Q2 2026 in Review

IHT Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 35% in Q2 2026, selling an estimated $212K and leaving 7,935 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #920.

IHT Wealth Management first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.53M in Q3 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

IHT Wealth Management held 7,935 shares of F/m US Treasury 3 Month Bill Fund worth $396K as of Q2 2026.
IHT Wealth Management sold 4,251 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $212K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #920 holding.
IHT Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
IHT Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $6.53M in Q3 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.