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

Kingswood Wealth Advisors’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	$5.27M	Buy	105,736 +77,428	+274%	+$3.87M	0.21%	113
2026 Q1	$1.41M	Buy	+28,308	New	+$1.41M	0.07%	295
2025 Q2	–	Sell	-4,644	Closed	-$232K	–	787
2025 Q1	$232K	Sell	4,644 -1,020	-18%	-$50.9K	0.02%	630
2024 Q4	$282K	Sell	5,664 -228	-4%	-$11.4K	0.02%	628
2024 Q3	$295K	Sell	5,892 -4,918	-45%	-$246K	0.02%	572
2024 Q2	$541K	Buy	10,810 +1,285	+13%	+$64.2K	0.05%	365
2024 Q1	$477K	Sell	9,525 -718	-7%	-$35.9K	0.06%	363
2023 Q4	$511K	Buy	10,243 +5,543	+118%	+$277K	0.06%	342
2023 Q3	$235K	Buy	+4,700	New	+$235K	0.04%	360

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

Kingswood Wealth Advisors's TBIL Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 274% in Q2 2026, buying an estimated $3.87M and bringing the position to 105,736 shares worth $5.27M. The position accounts for 0.21% of the portfolio, ranked #113.

Kingswood Wealth Advisors first reported a position in TBIL in Q3 2023 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Kingswood Wealth Advisors held 105,736 shares of F/m US Treasury 3 Month Bill Fund worth $5.27M as of Q2 2026.
Kingswood Wealth Advisors bought 77,428 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $3.87M.
F/m US Treasury 3 Month Bill Fund made up 0.21% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #113 holding.
Kingswood Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.