LifeSteps Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

LifeSteps Financial’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	$29.9K	Buy	+600	New	+$30K	0.01%	265

Other funds holding TBIL

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

LifeSteps Financial's TBIL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 600 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

141 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

LifeSteps Financial held 600 shares of F/m US Treasury 3 Month Bill Fund worth $29.9K as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new LifeSteps Financial position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #265 holding.
141 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.