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

VanWeelden 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	$345K	Sell	6,917 -276,701	-98%	-$13.8M	0.28%	27
2025 Q4	$14.1M	Buy	283,618 +3,239	+1%	+$162K	11.11%	4
2025 Q3	$14M	Buy	+280,379	New	+$14M	11.53%	3
2025 Q1	$13.9M	Sell	278,928 -150,507	-35%	-$7.52M	12.41%	6
2024 Q4	$21.4M	Buy	+429,435	New	+$21.4M	19.34%	1
2024 Q2	$14M	Buy	+279,363	New	+$13.9M	11.97%	3

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

VanWeelden Wealth Management reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 98% in Q1 2026, selling an estimated $13.8M and leaving 6,917 shares worth $345K. The position accounts for 0.28% of the portfolio, ranked #27.

VanWeelden Wealth Management first reported a position in TBIL in Q2 2024 and has held it in 6 quarters since. The position peaked at $21.4M in Q4 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

VanWeelden Wealth Management held 6,917 shares of F/m US Treasury 3 Month Bill Fund worth $345K as of Q1 2026.
VanWeelden Wealth Management sold 276,701 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $13.8M.
F/m US Treasury 3 Month Bill Fund made up 0.28% of VanWeelden Wealth Management's portfolio in Q1 2026, its #27 holding.
VanWeelden Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 6 quarters since.
VanWeelden Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $21.4M in Q4 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on VanWeelden Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.