LFA
TBIL

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
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

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

Longview Financial Advisors's TBIL Position: Q2 2026 in Review

Longview Financial Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 25% in Q2 2026, selling an estimated $617K and leaving 36,962 shares worth $1.84M. The position accounts for 1.08% of the portfolio, ranked #17.

Longview Financial Advisors first reported a position in TBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q4 2023. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Longview Financial Advisors held 36,962 shares of F/m US Treasury 3 Month Bill Fund worth $1.84M as of Q2 2026.
  • Longview Financial Advisors sold 12,369 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $617K.
  • F/m US Treasury 3 Month Bill Fund made up 1.08% of Longview Financial Advisors's portfolio in Q2 2026, its #17 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 11 quarters since.
  • Longview Financial Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $12.1M in Q4 2023.
  • 46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.