Hofer & Associates’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Hofer & Associates’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 Q3	$374K	Buy	+7,506	New	+$375K	0.26%	61

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Hofer & Associates's TBIL Position: Q3 2026 in Review

Hofer & Associates opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 7,506 shares worth $374K. The stake represents 0.26% of the portfolio and ranks #61 among its holdings.

98 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Hofer & Associates held 7,506 shares of F/m US Treasury 3 Month Bill Fund worth $374K as of Q3 2026.
F/m US Treasury 3 Month Bill Fund was a new Hofer & Associates position in Q3 2026.
F/m US Treasury 3 Month Bill Fund made up 0.26% of Hofer & Associates's portfolio in Q3 2026, its #61 holding.
98 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.