Guardian Wealth Advisors (North Carolina)’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$2.19M	Buy	43,911 +14,771	+51%	+$737K	0.14%	100
2025 Q4	$1.45M	Buy	29,140 +2,142	+8%	+$107K	0.09%	123
2025 Q3	$1.35M	Buy	26,998 +9,985	+59%	+$498K	0.09%	120
2025 Q2	$851K	Sell	17,013 -17,592	-51%	-$878K	0.06%	157
2025 Q1	$1.73M	Buy	+34,605	New	+$1.73M	0.14%	97

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TBIL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 51% in Q1 2026, buying an estimated $737K and bringing the position to 43,911 shares worth $2.19M. The position accounts for 0.14% of the portfolio, ranked #100.

Guardian Wealth Advisors (North Carolina) first reported a position in TBIL in Q1 2025 and has held it in 5 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 43,911 shares of F/m US Treasury 3 Month Bill Fund worth $2.19M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 14,771 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $737K.
F/m US Treasury 3 Month Bill Fund made up 0.14% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #100 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 5 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.