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

Financial Guidance Group’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	$444K	Hold	8,900	–	–	0.17%	65
2026 Q1	$444K	Hold	8,900	–	–	0.18%	62
2025 Q4	$444K	Hold	8,900	–	–	0.18%	63
2025 Q3	$445K	Hold	8,900	–	–	0.2%	59
2025 Q2	$445K	Sell	8,900 -200	-2%	-$9.98K	0.22%	58
2025 Q1	$455K	Hold	9,100	–	–	0.25%	53
2024 Q4	$454K	Hold	9,100	–	–	0.25%	53
2024 Q3	$455K	Sell	9,100 -750	-8%	-$37.4K	0.27%	51
2024 Q2	$493K	Hold	9,850	–	–	0.3%	48
2024 Q1	$493K	Sell	9,850 -150	-2%	-$7.49K	0.32%	40
2023 Q4	$499K	Hold	10,000	–	–	0.35%	39
2023 Q3	$501K	Buy	+10,000	New	+$500K	0.38%	35

Other funds holding TBIL

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

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

Financial Guidance Group's TBIL Position: Q2 2026 in Review

Financial Guidance Group held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 8,900 shares worth $444K. The position accounts for 0.17% of the portfolio, ranked #65.

Financial Guidance Group first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $501K in Q3 2023. 152 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Financial Guidance Group held 8,900 shares of F/m US Treasury 3 Month Bill Fund worth $444K as of Q2 2026.
Financial Guidance Group 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 0.17% of Financial Guidance Group's portfolio in Q2 2026, its #65 holding.
Financial Guidance Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
Financial Guidance Group's F/m US Treasury 3 Month Bill Fund position peaked at $501K in Q3 2023.
152 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.