PWM
TBIL

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

Prosperity 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
2025
Q4 		$453K Sell
9,090
-160
-2% -$7.99K 0.15% 148
2025
Q3 		$463K Buy
9,250
+250
+3% +$12.5K 0.16% 141
2025
Q2 		$450K Buy
9,000
+4,650
+107% +$232K 0.17% 131
2025
Q1 		$218K Buy
+4,350
New +$217K 0.1% 189

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Prosperity Wealth Management's TBIL Position: Q4 2025 in Review

Prosperity Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.7% in Q4 2025, selling an estimated $7.99K and leaving 9,090 shares worth $453K. The position accounts for 0.15% of the portfolio, ranked #148.

Prosperity Wealth Management first reported a position in TBIL in Q1 2025 and has held it in 4 quarters since. The position peaked at $463K in Q3 2025. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

  • Prosperity Wealth Management held 9,090 shares of F/m US Treasury 3 Month Bill Fund worth $453K as of Q4 2025.
  • Prosperity Wealth Management sold 160 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $7.99K.
  • F/m US Treasury 3 Month Bill Fund made up 0.15% of Prosperity Wealth Management's portfolio in Q4 2025, its #148 holding.
  • Prosperity Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 4 quarters since.
  • Prosperity Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $463K in Q3 2025.
  • 306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.