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 Q2	$2.18M	Sell	43,636 -275	-0.6%	-$13.7K	0.12%	113
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s TBIL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.63% in Q2 2026, selling an estimated $13.7K and leaving 43,636 shares worth $2.18M. The position accounts for 0.12% of the portfolio, ranked #113.

Guardian Wealth Advisors (North Carolina) first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19M in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 43,636 shares of F/m US Treasury 3 Month Bill Fund worth $2.18M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 275 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $13.7K.
F/m US Treasury 3 Month Bill Fund made up 0.12% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #113 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 6 quarters since.
Guardian Wealth Advisors (North Carolina)'s F/m US Treasury 3 Month Bill Fund position peaked at $2.19M in Q1 2026.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.