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

DHJJ Financial 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	$108	Hold	2	–	–	﹤0.01%	1043
2026 Q1	$108	Hold	2	–	–	﹤0.01%	1033
2025 Q4	$108	Hold	2	–	–	﹤0.01%	990
2025 Q3	$108	Hold	2	–	–	﹤0.01%	958
2025 Q2	$107	Hold	2	–	–	﹤0.01%	931
2025 Q1	$105	Hold	2	–	–	﹤0.01%	888
2024 Q4	$104	Hold	2	–	–	﹤0.01%	852
2024 Q3	$103	Hold	2	–	–	﹤0.01%	837
2024 Q2	$102	Hold	2	–	–	﹤0.01%	792
2024 Q1	$101	Hold	2	–	–	﹤0.01%	777
2023 Q4	$100	Hold	2	–	–	﹤0.01%	768
2023 Q3	$101	Buy	+2	New	+$100	﹤0.01%	764

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 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DHJJ Financial Advisors's TBIL Position: Q2 2026 in Review

DHJJ Financial Advisors held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 2 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

DHJJ Financial Advisors first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

DHJJ Financial Advisors held 2 shares of F/m US Treasury 3 Month Bill Fund worth $108 as of Q2 2026.
DHJJ Financial Advisors left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1043 holding.
DHJJ Financial Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.