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

Westside Investment 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	$538K	Buy	10,800 +1,000	+10%	+$49.9K	0.07%	193
2026 Q1	$489K	Buy	9,800 +4,050	+70%	+$202K	0.07%	195
2025 Q4	$287K	Buy	5,750 +1,000	+21%	+$49.9K	0.05%	229
2025 Q3	$238K	Hold	4,750	–	–	0.04%	258
2025 Q2	$237K	Sell	4,750 -950	-17%	-$47.4K	0.04%	232
2025 Q1	$285K	Buy	5,700 +900	+19%	+$44.9K	0.06%	196
2024 Q4	$239K	Buy	4,800 +650	+16%	+$32.5K	0.05%	212
2024 Q3	$208K	Buy	4,150 +270	+7%	+$13.5K	0.04%	232
2024 Q2	$194K	Hold	3,880	–	–	0.04%	230
2024 Q1	$194K	Buy	3,880 +1,000	+35%	+$50K	0.05%	228
2023 Q4	$144K	Buy	2,880 +1,880	+188%	+$93.9K	0.04%	243
2023 Q3	$50.1K	Buy	+1,000	New	+$50K	0.01%	342

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

Westside Investment Management's TBIL Position: Q2 2026 in Review

Westside Investment Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 10% in Q2 2026, buying an estimated $49.9K and bringing the position to 10,800 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #193.

Westside Investment Management first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Westside Investment Management held 10,800 shares of F/m US Treasury 3 Month Bill Fund worth $538K as of Q2 2026.
Westside Investment Management bought 1,000 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $49.9K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #193 holding.
Westside Investment Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.