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

KW Wealth 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 Q1	–	Sell	-57,160	Closed	-$2.85M	–	56
2025 Q4	$2.85M	Buy	57,160 +33,133	+138%	+$1.65M	4.33%	5
2025 Q3	$1.2M	Buy	+24,027	New	+$1.2M	2.05%	13

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

KW Wealth Management's TBIL Position: Q1 2026 in Review

KW Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 57,160 shares — an estimated $2.85M sold.

KW Wealth Management first reported a position in TBIL in Q3 2025 and held it in 2 quarters. The position peaked at $2.85M in Q4 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

KW Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 57,160 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $2.85M.
KW Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 2 quarters.
KW Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $2.85M in Q4 2025.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.