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

Mutual 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	$3.58M	Sell	71,756 -1,035	-1%	-$51.7K	0.07%	280
2026 Q1	$3.63M	Buy	72,791 +43,166	+146%	+$2.16M	0.08%	248
2025 Q4	$1.48M	Sell	29,625 -2,480	-8%	-$124K	0.03%	437
2025 Q3	$1.6M	Buy	32,105 +15,243	+90%	+$761K	0.04%	425
2025 Q2	$843K	Sell	16,862 -1,038	-6%	-$51.8K	0.02%	583
2025 Q1	$895K	Sell	17,900 -142,463	-89%	-$7.11M	0.03%	487
2024 Q4	$8.01M	Buy	160,363 +142,591	+802%	+$7.12M	0.23%	82
2024 Q3	$888K	Sell	17,772 -74,235	-81%	-$3.71M	0.03%	521
2024 Q2	$4.6M	Buy	92,007 +86,772	+1,658%	+$4.33M	0.14%	147
2024 Q1	$262K	Sell	5,235 -29,693	-85%	-$1.48M	0.01%	922
2023 Q4	$1.74M	Buy	34,928 +29,262	+516%	+$1.46M	0.06%	306
2023 Q3	$284K	Buy	5,666 +1,459	+35%	+$72.9K	0.01%	795
2023 Q2	$211K	Buy	+4,207	New	+$210K	0.01%	929

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mutual Advisors's TBIL Position: Q2 2026 in Review

Mutual Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.4% in Q2 2026, selling an estimated $51.7K and leaving 71,756 shares worth $3.58M. The position accounts for 0.07% of the portfolio, ranked #280.

Mutual Advisors first reported a position in TBIL in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.01M in Q4 2024. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Mutual Advisors held 71,756 shares of F/m US Treasury 3 Month Bill Fund worth $3.58M as of Q2 2026.
Mutual Advisors sold 1,035 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $51.7K.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Mutual Advisors's portfolio in Q2 2026, its #280 holding.
Mutual Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $8.01M in Q4 2024.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.