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

Arkadios Wealth Advisors’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	$3.36M	Buy	+67,480	New	+$3.37M	0.05%	367
2025 Q4	–	Sell	-4,228	Closed	-$211K	–	1647
2025 Q3	$211K	Sell	4,228 -501	-11%	-$25K	0.01%	1342
2025 Q2	$236K	Buy	+4,729	New	+$236K	0.01%	1144
2023 Q4	–	Sell	-8,321	Closed	-$417K	–	764
2023 Q3	$417K	Buy	+8,321	New	+$416K	0.04%	390

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

Arkadios Wealth Advisors's TBIL Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 67,480 shares worth $3.36M. The stake represents 0.05% of the portfolio and ranks #367 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in TBIL as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in TBIL in Q3 2023 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Arkadios Wealth Advisors held 67,480 shares of F/m US Treasury 3 Month Bill Fund worth $3.36M as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new Arkadios Wealth Advisors position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #367 holding.
Arkadios Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 4 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.