WS
TBIL

Wedbush Securities’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Wedbush Securities’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 		$2.38M Buy
47,640
+6,093
+15% +$304K 0.06% 244
2026
Q1 		$2.07M Buy
41,547
+7,215
+21% +$360K 0.06% 258
2025
Q4 		$1.71M Buy
34,332
+21,440
+166% +$1.07M 0.05% 298
2025
Q3 		$645K Buy
12,892
+5,977
+86% +$298K 0.02% 563
2025
Q2 		$346K Buy
+6,915
New +$345K 0.01% 773

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities's TBIL Position: Q2 2026 in Review

Wedbush Securities increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 15% in Q2 2026, buying an estimated $304K and bringing the position to 47,640 shares worth $2.38M. The position accounts for 0.06% of the portfolio, ranked #244.

Wedbush Securities first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Wedbush Securities held 47,640 shares of F/m US Treasury 3 Month Bill Fund worth $2.38M as of Q2 2026.
  • Wedbush Securities bought 6,093 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $304K.
  • F/m US Treasury 3 Month Bill Fund made up 0.06% of Wedbush Securities's portfolio in Q2 2026, its #244 holding.
  • Wedbush Securities first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 5 quarters since.
  • 317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.