MPWM Advisory Solutions’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

MPWM Advisory Solutions’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	$469K	Buy	9,415 +902	+11%	+$45K	0.21%	66
2026 Q1	$424K	Buy	8,513 +2,424	+40%	+$121K	0.22%	65
2025 Q4	$304K	Buy	6,089 +1	+0%	+$50	0.17%	72
2025 Q3	$304K	Sell	6,088 -1,078	-15%	-$53.8K	0.18%	73
2025 Q2	$358K	Sell	7,166 -3,526	-33%	-$176K	0.23%	58
2025 Q1	$535K	Sell	10,692 -15,133	-59%	-$756K	0.39%	35
2024 Q4	$1.29M	Buy	+25,825	New	+$1.29M	0.94%	21

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

MPWM Advisory Solutions's TBIL Position: Q2 2026 in Review

MPWM Advisory Solutions increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 11% in Q2 2026, buying an estimated $45K and bringing the position to 9,415 shares worth $469K. The position accounts for 0.21% of the portfolio, ranked #66.

MPWM Advisory Solutions first reported a position in TBIL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

MPWM Advisory Solutions held 9,415 shares of F/m US Treasury 3 Month Bill Fund worth $469K as of Q2 2026.
MPWM Advisory Solutions bought 902 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $45K.
F/m US Treasury 3 Month Bill Fund made up 0.21% of MPWM Advisory Solutions's portfolio in Q2 2026, its #66 holding.
MPWM Advisory Solutions first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's F/m US Treasury 3 Month Bill Fund position peaked at $1.29M in Q4 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.