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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Kingswood Wealth Advisors's TBIL Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026: 28,308 shares worth $1.41M. The stake represents 0.07% of the portfolio and ranks #295 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in TBIL as recently as Q1 2025.

Kingswood Wealth Advisors first reported a position in TBIL in Q3 2023 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Kingswood Wealth Advisors held 28,308 shares of F/m US Treasury 3 Month Bill Fund worth $1.41M as of Q1 2026.
F/m US Treasury 3 Month Bill Fund was a new Kingswood Wealth Advisors position in Q1 2026.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #295 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 8 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.