GA
TBIL

GoalVest Advisory’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

GoalVest Advisory’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 		$25.9K Hold
520
– – ﹤0.01% 285
2026
Q1 		$25.9K Sell
520
-2,350
-82% -$117K 0.01% 302
2025
Q4 		$143K Sell
2,870
-791
-22% -$39.5K 0.03% 164
2025
Q3 		$183K Sell
3,661
-3,000
-45% -$150K 0.04% 135
2025
Q2 		$333K Buy
6,661
+5,350
+408% +$267K 0.08% 101
2025
Q1 		$65.6K Sell
1,311
-4,880
-79% -$244K 0.02% 167
2024
Q4 		$309K Sell
6,191
-5,909
-49% -$295K 0.08% 99
2024
Q3 		$605K Buy
+12,100
New +$604K 0.17% 78

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AC
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RA
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SIG
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FHC
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PWMG
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DC
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WAP
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