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

BlueChip 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
2025 Q3	–	Sell	-21,985	Closed	-$1.1M	–	187
2025 Q2	$1.1M	Hold	21,985	–	–	0.49%	44
2025 Q1	$1.1M	Sell	21,985 -450	-2%	-$22.5K	0.54%	39
2024 Q4	$1.12M	Sell	22,435 -2,698	-11%	-$135K	0.62%	36
2024 Q3	$1.26M	Sell	25,133 -446	-2%	-$22.3K	0.66%	35
2024 Q2	$1.28M	Buy	25,579 +1,821	+8%	+$90.9K	0.75%	30
2024 Q1	$1.19M	Buy	23,758 +5,206	+28%	+$260K	0.77%	34
2023 Q4	$925K	Buy	+18,552	New	+$927K	0.65%	39

Other funds holding TBIL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

BlueChip Wealth Advisors's TBIL Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 21,985 shares — an estimated $1.1M sold.

BlueChip Wealth Advisors first reported a position in TBIL in Q4 2023 and held it in 7 quarters. The position peaked at $1.28M in Q2 2024. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

BlueChip Wealth Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 21,985 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $1.1M.
BlueChip Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.28M in Q2 2024.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.