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

Proactive Wealth Strategies’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	$15.9M	Sell	319,500 -12,852	-4%	-$642K	2.46%	5
2026 Q2	$16.6M	Buy	332,352 +1,331	+0.4%	+$66.4K	2.66%	5
2026 Q1	$16.5M	Buy	331,021 +186,366	+129%	+$9.3M	3.1%	3
2025 Q4	$7.22M	Buy	144,655 +12,307	+9%	+$615K	2.86%	3
2025 Q3	$6.62M	Buy	132,348 +3,947	+3%	+$197K	2.85%	3
2025 Q2	$6.42M	Buy	128,401 +1,748	+1%	+$87.3K	3.03%	3
2025 Q1	$6.33M	Buy	126,653 +3,422	+3%	+$171K	3.38%	2
2024 Q4	$6.14M	Buy	123,231 +296	+0.2%	+$14.8K	3.2%	3
2024 Q3	$6.15M	Buy	+122,935	New	+$6.14M	3.42%	3

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Proactive Wealth Strategies's TBIL Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 3.9% in Q3 2026, selling an estimated $642K and leaving 319,500 shares worth $15.9M. The position accounts for 2.46% of the portfolio, ranked #5.

Proactive Wealth Strategies first reported a position in TBIL in Q3 2024 and has held it in 9 quarters since. The position peaked at $16.6M in Q2 2026. 210 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Proactive Wealth Strategies held 319,500 shares of F/m US Treasury 3 Month Bill Fund worth $15.9M as of Q3 2026.
Proactive Wealth Strategies sold 12,852 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $642K.
F/m US Treasury 3 Month Bill Fund made up 2.46% of Proactive Wealth Strategies's portfolio in Q3 2026, its #5 holding.
Proactive Wealth Strategies first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's F/m US Treasury 3 Month Bill Fund position peaked at $16.6M in Q2 2026.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.