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

Redwood Family Wealth’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	$1.7M	Sell	34,070 -2,778	-8%	-$139K	1.49%	16
2026 Q1	$1.84M	Sell	36,848 -5,103	-12%	-$255K	1.79%	13
2025 Q4	$2.09M	Buy	+41,951	New	+$2.09M	2.06%	14

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

Redwood Family Wealth's TBIL Position: Q2 2026 in Review

Redwood Family Wealth reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 7.5% in Q2 2026, selling an estimated $139K and leaving 34,070 shares worth $1.7M. The position accounts for 1.49% of the portfolio, ranked #16.

Redwood Family Wealth first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q4 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Redwood Family Wealth held 34,070 shares of F/m US Treasury 3 Month Bill Fund worth $1.7M as of Q2 2026.
Redwood Family Wealth sold 2,778 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $139K.
F/m US Treasury 3 Month Bill Fund made up 1.49% of Redwood Family Wealth's portfolio in Q2 2026, its #16 holding.
Redwood Family Wealth first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
Redwood Family Wealth's F/m US Treasury 3 Month Bill Fund position peaked at $2.09M in Q4 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Redwood Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.