KPP Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

KPP Advisory Services’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	$456K	Sell	9,143 -1,993	-18%	-$99.5K	0.06%	240
2026 Q1	$555K	Sell	11,136 -600	-5%	-$30K	0.08%	202
2025 Q4	$585K	Sell	11,736 -112	-0.9%	-$5.59K	0.09%	189
2025 Q3	$592K	Buy	+11,848	New	+$591K	0.09%	185

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 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KPP Advisory Services's TBIL Position: Q2 2026 in Review

KPP Advisory Services reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 18% in Q2 2026, selling an estimated $99.5K and leaving 9,143 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #240.

KPP Advisory Services first reported a position in TBIL in Q3 2025 and has held it in 4 quarters since. The position peaked at $592K in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

KPP Advisory Services held 9,143 shares of F/m US Treasury 3 Month Bill Fund worth $456K as of Q2 2026.
KPP Advisory Services sold 1,993 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $99.5K.
F/m US Treasury 3 Month Bill Fund made up 0.06% of KPP Advisory Services's portfolio in Q2 2026, its #240 holding.
KPP Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and has held it in 4 quarters since.
KPP Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $592K in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.