GLA
TBIL

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

Good Life 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
2025
Q2 		$769K Sell
15,378
-801
-5% -$40K 0.05% 233
2025
Q1 		$809K Buy
+16,179
New +$808K 0.06% 216

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

Good Life Advisors's TBIL Position: Q2 2025 in Review

Good Life Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 5% in Q2 2025, selling an estimated $40K and leaving 15,378 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #233.

Good Life Advisors first reported a position in TBIL in Q1 2025 and has held it in 2 quarters since. The position peaked at $809K in Q1 2025. 276 funds tracked by Wall St. Rank hold TBIL as of Q2 2025.

  • Good Life Advisors held 15,378 shares of F/m US Treasury 3 Month Bill Fund worth $769K as of Q2 2025.
  • Good Life Advisors sold 801 F/m US Treasury 3 Month Bill Fund shares in Q2 2025, an estimated $40K.
  • F/m US Treasury 3 Month Bill Fund made up 0.05% of Good Life Advisors's portfolio in Q2 2025, its #233 holding.
  • Good Life Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 2 quarters since.
  • Good Life Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $809K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.