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

Opal Wealth 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	$471K	Sell	9,454 -1,270	-12%	-$63.4K	0.1%	112
2026 Q1	$535K	Buy	10,724 +429	+4%	+$21.4K	0.12%	90
2025 Q4	$513K	Sell	10,295 -2,359	-19%	-$118K	0.13%	95
2025 Q3	$633K	Buy	12,654 +8,374	+196%	+$418K	0.18%	74
2025 Q2	$214K	Buy	+4,280	New	+$214K	0.06%	184

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

Opal Wealth Advisors's TBIL Position: Q2 2026 in Review

Opal Wealth Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 12% in Q2 2026, selling an estimated $63.4K and leaving 9,454 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #112.

Opal Wealth Advisors first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $633K in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Opal Wealth Advisors held 9,454 shares of F/m US Treasury 3 Month Bill Fund worth $471K as of Q2 2026.
Opal Wealth Advisors sold 1,270 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $63.4K.
F/m US Treasury 3 Month Bill Fund made up 0.1% of Opal Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Opal Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 5 quarters since.
Opal Wealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $633K in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.