IPW
TBIL

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

Impact Partnership Wealth’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 		$869K Sell
17,431
-1,400
-7% -$69.9K 0.08% 155
2026
Q1 		$939K Buy
18,831
+5,960
+46% +$298K 0.12% 125
2025
Q4 		$642K Buy
+12,871
New +$643K 0.08% 160

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Impact Partnership Wealth's TBIL Position: Q2 2026 in Review

Impact Partnership Wealth reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 7.4% in Q2 2026, selling an estimated $69.9K and leaving 17,431 shares worth $869K. The position accounts for 0.08% of the portfolio, ranked #155.

Impact Partnership Wealth first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $939K in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Impact Partnership Wealth held 17,431 shares of F/m US Treasury 3 Month Bill Fund worth $869K as of Q2 2026.
  • Impact Partnership Wealth sold 1,400 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $69.9K.
  • F/m US Treasury 3 Month Bill Fund made up 0.08% of Impact Partnership Wealth's portfolio in Q2 2026, its #155 holding.
  • Impact Partnership Wealth first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
  • Impact Partnership Wealth's F/m US Treasury 3 Month Bill Fund position peaked at $939K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.