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

Maia Wealth’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 Q3	$1.92M	Sell	38,450 -10,810	-22%	-$540K	0.26%	109
2026 Q2	$2.46M	Buy	49,260 +5,153	+12%	+$257K	0.36%	83
2026 Q1	$2.2M	Sell	44,107 -2,969	-6%	-$148K	0.37%	81
2025 Q4	$2.35M	Buy	+47,076	New	+$2.35M	0.4%	71

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Maia Wealth's TBIL Position: Q3 2026 in Review

Maia Wealth reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 22% in Q3 2026, selling an estimated $540K and leaving 38,450 shares worth $1.92M. The position accounts for 0.26% of the portfolio, ranked #109.

Maia Wealth first reported a position in TBIL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.46M in Q2 2026. 123 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Maia Wealth held 38,450 shares of F/m US Treasury 3 Month Bill Fund worth $1.92M as of Q3 2026.
Maia Wealth sold 10,810 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $540K.
F/m US Treasury 3 Month Bill Fund made up 0.26% of Maia Wealth's portfolio in Q3 2026, its #109 holding.
Maia Wealth first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 4 quarters since.
Maia Wealth's F/m US Treasury 3 Month Bill Fund position peaked at $2.46M in Q2 2026.
123 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.