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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Buy
2025 Q2	–	Sell
2025 Q1	$232K	Sell
2024 Q4	$282K	Sell
2024 Q3	$295K	Sell
2024 Q2	$541K	Buy
2024 Q1	$477K	Sell
2023 Q4	$511K	Buy
2023 Q3	$235K	Buy