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

Longview Financial 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
2026 Q3	$949K	Sell	19,032 -17,930	-49%	-$895K	0.54%	27
2026 Q2	$1.84M	Sell	36,962 -12,369	-25%	-$617K	1.08%	17
2026 Q1	$2.46M	Sell	49,331 -4,613	-9%	-$230K	1.5%	15
2025 Q4	$2.69M	Sell	53,944 -6,141	-10%	-$307K	1.83%	15
2025 Q3	$3M	Sell	60,085 -1,290	-2%	-$64.4K	2.14%	15
2025 Q2	$3.07M	Sell	61,375 -14,984	-20%	-$748K	2.61%	10
2025 Q1	$3.82M	Sell	76,359 -67,870	-47%	-$3.39M	3.28%	8
2024 Q4	$7.19M	Sell	144,229 -92,003	-39%	-$4.59M	5.66%	7
2024 Q3	$11.8M	Buy	236,232 +559	+0.2%	+$27.9K	8.66%	2
2024 Q2	$11.8M	Sell	235,673 -2,549	-1%	-$127K	8.97%	2
2024 Q1	$11.9M	Sell	238,222 -4,249	-2%	-$212K	8.95%	2
2023 Q4	$12.1M	Buy	+242,471	New	+$12.1M	9.72%	2

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Longview Financial Advisors's TBIL Position: Q3 2026 in Review

Longview Financial Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 49% in Q3 2026, selling an estimated $895K and leaving 19,032 shares worth $949K. The position accounts for 0.54% of the portfolio, ranked #27.

Longview Financial Advisors first reported a position in TBIL in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q4 2023. 259 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Longview Financial Advisors held 19,032 shares of F/m US Treasury 3 Month Bill Fund worth $949K as of Q3 2026.
Longview Financial Advisors sold 17,930 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $895K.
F/m US Treasury 3 Month Bill Fund made up 0.54% of Longview Financial Advisors's portfolio in Q3 2026, its #27 holding.
Longview Financial Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and has held it in 12 quarters since.
Longview Financial Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $12.1M in Q4 2023.
259 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.