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

Guerra 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 Q3	$20.6K	Buy	+411	New	+$20.5K	0.01%	228

Other funds holding TBIL

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

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

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

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

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

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Guerra Advisors's TBIL Position: Q3 2025 in Review

Guerra Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025: 411 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Guerra Advisors held 411 shares of F/m US Treasury 3 Month Bill Fund worth $20.6K as of Q3 2025.
F/m US Treasury 3 Month Bill Fund was a new Guerra Advisors position in Q3 2025.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #228 holding.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.