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 Q2	$464K	Sell	9,314 -1,005	-10%	-$50.2K	0.01%	559
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Meridian Wealth Management's TBIL Position: Q2 2026 in Review

Meridian Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 9.7% in Q2 2026, selling an estimated $50.2K and leaving 9,314 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #559.

Meridian Wealth Management first reported a position in TBIL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.59M in Q4 2023. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Meridian Wealth Management held 9,314 shares of F/m US Treasury 3 Month Bill Fund worth $464K as of Q2 2026.
Meridian Wealth Management sold 1,005 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $50.2K.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #559 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 13 quarters since.
Meridian Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $2.59M in Q4 2023.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.