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

Exit 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	$1.25M	Sell	25,071 -4,491	-15%	-$224K	0.57%	45
2026 Q1	$1.47M	Buy	29,562 +21,446	+264%	+$1.07M	0.76%	28
2025 Q4	$405K	Buy	+8,116	New	+$405K	0.24%	88

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

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

Exit Wealth Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 15% in Q2 2026, selling an estimated $224K and leaving 25,071 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #45.

Exit Wealth Advisors first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.47M in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Exit Wealth Advisors held 25,071 shares of F/m US Treasury 3 Month Bill Fund worth $1.25M as of Q2 2026.
Exit Wealth Advisors sold 4,491 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $224K.
F/m US Treasury 3 Month Bill Fund made up 0.57% of Exit Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Exit Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
Exit Wealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.47M in Q1 2026.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.