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

Meridian 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	$515K	Sell	10,319 -2,209	-18%	-$110K	0.02%	507
2025 Q4	$625K	Sell	12,528 -24,374	-66%	-$1.22M	0.02%	450
2025 Q3	$1.85M	Buy	36,902 +11,899	+48%	+$594K	0.07%	233
2025 Q2	$1.25M	Sell	25,003 -2,883	-10%	-$144K	0.05%	272
2025 Q1	$1.39M	Buy	27,886 +4,386	+19%	+$219K	0.07%	225
2024 Q4	$1.17M	Sell	23,500 -4,605	-16%	-$230K	0.06%	263
2024 Q3	$1.41M	Sell	28,105 -15,130	-35%	-$755K	0.07%	223
2024 Q2	$2.16M	Buy	+43,235	New	+$2.16M	0.26%	73
2024 Q1	–	Sell	-51,870	Closed	-$2.59M	–	506
2023 Q4	$2.59M	Buy	51,870 +5,219	+11%	+$261K	0.17%	140
2023 Q3	$2.34M	Buy	46,651 +36,296	+351%	+$1.81M	0.14%	136
2023 Q2	$519K	Buy	10,355 +5,305	+105%	+$265K	0.04%	319
2023 Q1	$253K	Buy	+5,050	New	+$252K	0.02%	463

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Meridian Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 18% in Q1 2026, selling an estimated $110K and leaving 10,319 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #507.

Meridian Wealth Management first reported a position in TBIL in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q4 2023. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Meridian Wealth Management held 10,319 shares of F/m US Treasury 3 Month Bill Fund worth $515K as of Q1 2026.
Meridian Wealth Management sold 2,209 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $110K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #507 holding.
Meridian Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 12 quarters since.
Meridian Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $2.59M in Q4 2023.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.