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

Koshinski Asset 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	$1.69M	Sell	33,967 -3,366	-9%	-$168K	0.09%	200
2026 Q1	$1.86M	Sell	37,333 -1,777	-5%	-$88.7K	0.12%	164
2025 Q4	$1.95M	Sell	39,110 -17,259	-31%	-$862K	0.13%	155
2025 Q3	$2.82M	Sell	56,369 -6,498	-10%	-$324K	0.19%	114
2025 Q2	$3.14M	Buy	62,867 +21,491	+52%	+$1.07M	0.24%	97
2025 Q1	$2.07M	Sell	41,376 -397	-1%	-$19.8K	0.18%	124
2024 Q4	$2.08M	Sell	41,773 -4,135	-9%	-$206K	0.18%	119
2024 Q3	$2.3M	Sell	45,908 -1,498	-3%	-$74.8K	0.2%	106
2024 Q2	$2.36M	Sell	47,406 -3,666	-7%	-$183K	0.22%	98
2024 Q1	$2.56M	Sell	51,072 -9,521	-16%	-$476K	0.26%	82
2023 Q4	$3.02M	Buy	60,593 +41,916	+224%	+$2.09M	0.46%	49
2023 Q3	$935K	Buy	+18,677	New	+$934K	0.11%	195

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

Koshinski Asset Management's TBIL Position: Q2 2026 in Review

Koshinski Asset Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 9% in Q2 2026, selling an estimated $168K and leaving 33,967 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #200.

Koshinski Asset Management first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.14M in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Koshinski Asset Management held 33,967 shares of F/m US Treasury 3 Month Bill Fund worth $1.69M as of Q2 2026.
Koshinski Asset Management sold 3,366 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $168K.
F/m US Treasury 3 Month Bill Fund made up 0.09% of Koshinski Asset Management's portfolio in Q2 2026, its #200 holding.
Koshinski Asset Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
Koshinski Asset Management's F/m US Treasury 3 Month Bill Fund position peaked at $3.14M in Q2 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.