SW
TBIL icon

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

SteelPeak 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
2025
Q4 		– Sell
-9,730
Closed -$487K – 643
2025
Q3 		$487K Buy
+9,730
New +$486K 0.02% 394

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 $67.3B AUM 21.9% 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

SteelPeak Wealth's TBIL Position: Q4 2025 in Review

SteelPeak Wealth sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 9,730 shares — an estimated $487K sold.

SteelPeak Wealth first reported a position in TBIL in Q3 2025 and held it in 1 quarter. The position peaked at $487K in Q3 2025. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

  • SteelPeak Wealth reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 9,730 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $487K.
  • SteelPeak Wealth first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 1 quarter.
  • SteelPeak Wealth's F/m US Treasury 3 Month Bill Fund position peaked at $487K 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 SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.