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 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

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

Spire Wealth Management's TBIL Position: Q2 2026 in Review

Spire Wealth Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 14% in Q2 2026, buying an estimated $92.2K and bringing the position to 15,109 shares worth $753K. The position accounts for 0.02% of the portfolio, ranked #450.

Spire Wealth Management first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $754K in Q4 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Spire Wealth Management held 15,109 shares of F/m US Treasury 3 Month Bill Fund worth $753K as of Q2 2026.
Spire Wealth Management bought 1,846 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $92.2K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #450 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 5 quarters since.
Spire Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $754K 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.