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

Sound Income 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	–	Sell	-2,321	Closed	-$116K	–	2186
2026 Q1	$116K	Buy	+2,321	New	+$116K	0.01%	552
2024 Q4	–	Sell	-222	Closed	-$11.1K	–	1546
2024 Q3	$11.1K	Buy	+222	New	+$11.1K	﹤0.01%	762

Other funds holding TBIL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return

Sound Income Strategies's TBIL Position: Q2 2026 in Review

Sound Income Strategies sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026, closing a stake of 2,321 shares — an estimated $116K sold.

Sound Income Strategies first reported a position in TBIL in Q3 2024 and held it in 2 quarters. The position peaked at $116K in Q1 2026. 136 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Sound Income Strategies reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,321 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $116K.
Sound Income Strategies first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and held it in 2 quarters.
Sound Income Strategies's F/m US Treasury 3 Month Bill Fund position peaked at $116K in Q1 2026.
136 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.