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

Kingsview 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	$2.5M	Sell	50,140 -12,279	-20%	-$613K	0.03%	511
2026 Q1	$3.11M	Buy	62,419 +55,124	+756%	+$2.75M	0.04%	412
2025 Q4	$364K	Buy	+7,295	New	+$364K	0.01%	960
2025 Q1	–	Sell	-4,841	Closed	-$241K	–	1182
2024 Q4	$241K	Buy	+4,841	New	+$242K	﹤0.01%	986

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

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

Kingsview Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 20% in Q2 2026, selling an estimated $613K and leaving 50,140 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #511.

Kingsview Wealth Management first reported a position in TBIL in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.11M in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Kingsview Wealth Management held 50,140 shares of F/m US Treasury 3 Month Bill Fund worth $2.5M as of Q2 2026.
Kingsview Wealth Management sold 12,279 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $613K.
F/m US Treasury 3 Month Bill Fund made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #511 holding.
Kingsview Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 4 quarters since.
Kingsview Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $3.11M 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.