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

Principia Wealth Advisory’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	$1.15M	Buy	23,058 +5,126	+29%	+$256K	0.57%	33
2026 Q1	$894K	Buy	17,932 +1,205	+7%	+$60.2K	0.51%	33
2025 Q4	$834K	Buy	16,727 +4,788	+40%	+$239K	0.52%	32
2025 Q3	$597K	Buy	11,939 +11,937	+596,850%	+$596K	0.41%	38
2025 Q2	$100	Buy	+2	New	+$100	﹤0.01%	913

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

Principia Wealth Advisory's TBIL Position: Q2 2026 in Review

Principia Wealth Advisory increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 29% in Q2 2026, buying an estimated $256K and bringing the position to 23,058 shares worth $1.15M. The position accounts for 0.57% of the portfolio, ranked #33.

Principia Wealth Advisory first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Principia Wealth Advisory held 23,058 shares of F/m US Treasury 3 Month Bill Fund worth $1.15M as of Q2 2026.
Principia Wealth Advisory bought 5,126 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $256K.
F/m US Treasury 3 Month Bill Fund made up 0.57% of Principia Wealth Advisory's portfolio in Q2 2026, its #33 holding.
Principia Wealth Advisory first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 5 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.