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Apella Capital’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Apella Capital’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
Q3 		$6.58M Sell
131,980
-39,578
-23% -$1.98M 0.08% 162
2026
Q2 		$8.56M Buy
171,558
+37,394
+28% +$1.87M 0.12% 128
2026
Q1 		$6.7M Buy
+134,164
New +$6.7M 0.1% 141

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Apella Capital's TBIL Position: Q3 2026 in Review

Apella Capital reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 23% in Q3 2026, selling an estimated $1.98M and leaving 131,980 shares worth $6.58M. The position accounts for 0.08% of the portfolio, ranked #162.

Apella Capital first reported a position in TBIL in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.56M in Q2 2026. 30 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Apella Capital held 131,980 shares of F/m US Treasury 3 Month Bill Fund worth $6.58M as of Q3 2026.
  • Apella Capital sold 39,578 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $1.98M.
  • F/m US Treasury 3 Month Bill Fund made up 0.08% of Apella Capital's portfolio in Q3 2026, its #162 holding.
  • Apella Capital first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's F/m US Treasury 3 Month Bill Fund position peaked at $8.56M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.