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 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 $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Proactive Wealth Strategies's TBIL Position: Q2 2026 in Review

Proactive Wealth Strategies increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.4% in Q2 2026, buying an estimated $66.4K and bringing the position to 332,352 shares worth $16.6M. The position accounts for 2.66% of the portfolio, ranked #5.

Proactive Wealth Strategies first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. 224 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Proactive Wealth Strategies held 332,352 shares of F/m US Treasury 3 Month Bill Fund worth $16.6M as of Q2 2026.
Proactive Wealth Strategies bought 1,331 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $66.4K.
F/m US Treasury 3 Month Bill Fund made up 2.66% of Proactive Wealth Strategies's portfolio in Q2 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 8 quarters since.
224 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.