MW
TBIL

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Maia Wealth's TBIL Position: Q1 2026 in Review

Maia Wealth reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.3% in Q1 2026, selling an estimated $148K and leaving 44,107 shares worth $2.2M. The position accounts for 0.37% of the portfolio, ranked #81.

Maia Wealth first reported a position in TBIL in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.35M in Q4 2025. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • Maia Wealth held 44,107 shares of F/m US Treasury 3 Month Bill Fund worth $2.2M as of Q1 2026.
  • Maia Wealth sold 2,969 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $148K.
  • F/m US Treasury 3 Month Bill Fund made up 0.37% of Maia Wealth's portfolio in Q1 2026, its #81 holding.
  • Maia Wealth first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 2 quarters since.
  • Maia Wealth's F/m US Treasury 3 Month Bill Fund position peaked at $2.35M 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 Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.