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

Spire 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
2026 Q3	$757K	Buy	15,192 +83	+0.5%	+$4.14K	0.02%	441
2026 Q2	$753K	Buy	15,109 +1,846	+14%	+$92.2K	0.02%	450
2026 Q1	$661K	Sell	13,263 -1,863	-12%	-$93K	0.02%	473
2025 Q4	$754K	Buy	15,126 +3,525	+30%	+$176K	0.03%	451
2025 Q3	$580K	Buy	11,601 +11,506	+12,112%	+$574K	0.02%	495
2025 Q2	$4.75K	Buy	+95	New	+$4.74K	﹤0.01%	1965

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

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 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

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Spire Wealth Management's TBIL Position: Q3 2026 in Review

Spire Wealth Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.55% in Q3 2026, buying an estimated $4.14K and bringing the position to 15,192 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #441.

Spire Wealth Management first reported a position in TBIL in Q2 2025 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Spire Wealth Management held 15,192 shares of F/m US Treasury 3 Month Bill Fund worth $757K as of Q3 2026.
Spire Wealth Management bought 83 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $4.14K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #441 holding.
Spire Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.