BRWA
TBIL

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

B. Riley 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 		$499K Buy
+10,000
New +$499K 0.03% 474
2026
Q1 		– Sell
-48,197
Closed -$2.4M – 1101
2025
Q4 		$2.4M Sell
48,197
-292
-0.6% -$14.6K 0.11% 181
2025
Q3 		$2.42M Sell
48,489
-8,609
-15% -$430K 0.11% 178
2025
Q2 		$2.85M Buy
+57,098
New +$2.85M 0.13% 157
2024
Q4 		$3.99M Sell
80,099
-59,646
-43% -$2.98M 0.13% 168
2024
Q3 		$6.98M Sell
139,745
-180,354
-56% -$9.01M 0.19% 116
2024
Q2 		$16M Sell
320,099
-2,177
-0.7% -$109K 0.41% 42
2024
Q1 		$16.1M Buy
322,276
+144,209
+81% +$7.2M 0.44% 43
2023
Q4 		$8.88M Sell
178,067
-144,209
-45% -$7.2M 0.24% 86
2023
Q3 		$16.1M Buy
322,276
+216,276
+204% +$10.8M 0.44% 43
2023
Q2 		$5.31M Buy
106,000
+65,921
+164% +$3.29M 0.12% 175
2023
Q1 		$2.01M Buy
+40,079
New +$2M 0.05% 342

Other funds holding TBIL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $267M AUM 27.99% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM

B. Riley Wealth Advisors's TBIL Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 10,000 shares worth $499K. The stake represents 0.03% of the portfolio and ranks #474 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in TBIL as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in TBIL in Q1 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q1 2024. 115 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • B. Riley Wealth Advisors held 10,000 shares of F/m US Treasury 3 Month Bill Fund worth $499K as of Q2 2026.
  • F/m US Treasury 3 Month Bill Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • B. Riley Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 12 quarters since.
  • B. Riley Wealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $16.1M in Q1 2024.
  • 115 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.