TWM
TBIL

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

TCFG 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
Q1 		$15M Buy
300,070
+295,445
+6,388% +$14.8M 5.59% 2
2025
Q4 		$231K Sell
4,625
-4,891
-51% -$244K 0.09% 230
2025
Q3 		$476K Sell
9,516
-6,365
-40% -$318K 0.19% 141
2025
Q2 		$794K Sell
15,881
-9,321
-37% -$465K 0.36% 76
2025
Q1 		$1.26M Sell
25,202
-16,842
-40% -$841K 0.63% 34
2024
Q4 		$2.1M Buy
42,044
+9,512
+29% +$475K 1.05% 17
2024
Q3 		$1.63M Buy
+32,532
New +$1.62M 0.82% 22

Other funds holding TBIL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

TCFG Wealth Management's TBIL Position: Q1 2026 in Review

TCFG Wealth Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6,388% in Q1 2026, buying an estimated $14.8M and bringing the position to 300,070 shares worth $15M. The position accounts for 5.59% of the portfolio, ranked #2.

TCFG Wealth Management first reported a position in TBIL in Q3 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

  • TCFG Wealth Management held 300,070 shares of F/m US Treasury 3 Month Bill Fund worth $15M as of Q1 2026.
  • TCFG Wealth Management bought 295,445 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $14.8M.
  • F/m US Treasury 3 Month Bill Fund made up 5.59% of TCFG Wealth Management's portfolio in Q1 2026, its #2 holding.
  • TCFG Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 7 quarters since.
  • 321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.