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

Savvy Advisors Inc’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 Q1	$23.6M	Buy	472,758 +464,092	+5,355%	+$23.2M	0.63%	30
2025 Q4	$432K	Sell	8,666 -170	-2%	-$8.49K	0.01%	620
2025 Q3	$442K	Buy	8,836 +4,390	+99%	+$219K	0.02%	464
2025 Q2	$222K	Buy	+4,446	New	+$222K	0.01%	572

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Savvy Advisors Inc's TBIL Position: Q1 2026 in Review

Savvy Advisors Inc increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 5,355% in Q1 2026, buying an estimated $23.2M and bringing the position to 472,758 shares worth $23.6M. The position accounts for 0.63% of the portfolio, ranked #30.

Savvy Advisors Inc first reported a position in TBIL in Q2 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Savvy Advisors Inc held 472,758 shares of F/m US Treasury 3 Month Bill Fund worth $23.6M as of Q1 2026.
Savvy Advisors Inc bought 464,092 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $23.2M.
F/m US Treasury 3 Month Bill Fund made up 0.63% of Savvy Advisors Inc's portfolio in Q1 2026, its #30 holding.
Savvy Advisors Inc first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and has held it in 4 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.