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

WT 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 Q2	–	Sell	-4,748	Closed	-$237K	–	148
2026 Q1	$237K	Buy	+4,748	New	+$237K	0.07%	120
2025 Q4	–	Sell	-4,876	Closed	-$244K	–	145
2025 Q3	$244K	Sell	4,876 -12,901	-73%	-$644K	0.07%	122
2025 Q2	$889K	Buy	+17,777	New	+$887K	0.26%	68
2025 Q1	–	Sell	-4,300	Closed	-$214K	–	142
2024 Q4	$214K	Buy	+4,300	New	+$215K	0.07%	121

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

WT Wealth Management's TBIL Position: Q2 2026 in Review

WT Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026, closing a stake of 4,748 shares — an estimated $237K sold.

WT Wealth Management first reported a position in TBIL in Q4 2024 and held it in 4 quarters. The position peaked at $889K in Q2 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

WT Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2026 after selling out during the quarter.
WT Wealth Management sold 4,748 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $237K.
WT Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and held it in 4 quarters.
WT Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $889K in Q2 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.