First Heartland Consultants’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

First Heartland Consultants’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	$7.28M	Buy	145,921 +10,781	+8%	+$538K	0.47%	56
2026 Q1	$6.74M	Buy	135,140 +18,981	+16%	+$948K	0.52%	50
2025 Q4	$5.79M	Buy	116,159 +9,897	+9%	+$494K	0.44%	60
2025 Q3	$5.31M	Buy	106,262 +8,227	+8%	+$411K	0.43%	62
2025 Q2	$4.9M	Sell	98,035 -2,583	-3%	-$129K	0.44%	60
2025 Q1	$5.03M	Buy	100,618 +18,205	+22%	+$909K	0.52%	56
2024 Q4	$4.11M	Sell	82,413 -14,257	-15%	-$712K	0.42%	55
2024 Q3	$4.84M	Buy	96,670 +14,693	+18%	+$734K	0.52%	47
2024 Q2	$4.1K	Sell	81,977 -15,193	-16%	-$759K	0.29%	65
2024 Q1	$4.86M	Sell	97,170 -1,613	-2%	-$80.6K	0.5%	56
2023 Q4	$4.92M	Sell	98,783 -1,194	-1%	-$59.7K	0.59%	47
2023 Q3	$5.01M	Buy	+99,977	New	+$5M	0.63%	44

Other funds holding TBIL

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants's TBIL Position: Q2 2026 in Review

First Heartland Consultants increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8% in Q2 2026, buying an estimated $538K and bringing the position to 145,921 shares worth $7.28M. The position accounts for 0.47% of the portfolio, ranked #56.

First Heartland Consultants first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

First Heartland Consultants held 145,921 shares of F/m US Treasury 3 Month Bill Fund worth $7.28M as of Q2 2026.
First Heartland Consultants bought 10,781 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $538K.
F/m US Treasury 3 Month Bill Fund made up 0.47% of First Heartland Consultants's portfolio in Q2 2026, its #56 holding.
First Heartland Consultants first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.