HIA
TBIL

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

Harbor Investment 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 		$29.9K Hold
600
– – ﹤0.01% 862
2026
Q1 		$29.9K Hold
600
– – ﹤0.01% 708
2025
Q4 		$29.9K Hold
600
– – ﹤0.01% 744
2025
Q3 		$30K Buy
+600
New +$30K ﹤0.01% 723
2023
Q3 		– Sell
-100
Closed -$5.01K – 1335
2023
Q2 		$5.01K Hold
100
– – ﹤0.01% 1127
2023
Q1 		$5.01K Hold
100
– – ﹤0.01% 1132
2022
Q4 		$4.99K Buy
+100
New +$4.99K ﹤0.01% 1110

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Harbor Investment Advisory's TBIL Position: Q2 2026 in Review

Harbor Investment Advisory held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q2 2026 at 600 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Harbor Investment Advisory first reported a position in TBIL in Q4 2022 and has held it in 7 quarters since. The position peaked at $30K in Q3 2025. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Harbor Investment Advisory held 600 shares of F/m US Treasury 3 Month Bill Fund worth $29.9K as of Q2 2026.
  • Harbor Investment Advisory left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q2 2026.
  • F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #862 holding.
  • Harbor Investment Advisory first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2022 and has held it in 7 quarters since.
  • Harbor Investment Advisory's F/m US Treasury 3 Month Bill Fund position peaked at $30K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.