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

EverSource 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	$732K	Buy	14,673 +3,010	+26%	+$150K	0.02%	433
2026 Q1	$582K	Sell	11,663 -1,059	-8%	-$52.9K	0.02%	538
2025 Q4	$635K	Buy	12,722 +6,745	+113%	+$337K	0.02%	458
2025 Q3	$299K	Buy	5,977 +1,229	+26%	+$61.4K	0.01%	735
2025 Q2	$237K	Buy	4,748 +1,132	+31%	+$56.5K	0.01%	790
2025 Q1	$181K	Buy	3,616 +84	+2%	+$4.2K	0.01%	694
2024 Q4	$176K	Buy	3,532 +470	+15%	+$23.5K	0.01%	701
2024 Q3	$153K	Buy	3,062 +1,479	+93%	+$73.8K	0.01%	647
2024 Q2	$79.2K	Buy	1,583 +519	+49%	+$25.9K	0.01%	895
2024 Q1	$53.2K	Buy	+1,064	New	+$53.2K	﹤0.01%	960

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

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

EverSource Wealth Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 26% in Q2 2026, buying an estimated $150K and bringing the position to 14,673 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #433.

EverSource Wealth Advisors first reported a position in TBIL in Q1 2024 and has held it in 10 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

EverSource Wealth Advisors held 14,673 shares of F/m US Treasury 3 Month Bill Fund worth $732K as of Q2 2026.
EverSource Wealth Advisors bought 3,010 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $150K.
F/m US Treasury 3 Month Bill Fund made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #433 holding.
EverSource Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 10 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

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