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 Q2	$17.3M	Sell	347,022 -125,736	-27%	-$6.28M	0.37%	54
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 $1.89T 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

Savvy Advisors Inc's TBIL Position: Q2 2026 in Review

Savvy Advisors Inc reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 27% in Q2 2026, selling an estimated $6.28M and leaving 347,022 shares worth $17.3M. The position accounts for 0.37% of the portfolio, ranked #54.

Savvy Advisors Inc first reported a position in TBIL in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.6M in Q1 2026. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Savvy Advisors Inc held 347,022 shares of F/m US Treasury 3 Month Bill Fund worth $17.3M as of Q2 2026.
Savvy Advisors Inc sold 125,736 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $6.28M.
F/m US Treasury 3 Month Bill Fund made up 0.37% of Savvy Advisors Inc's portfolio in Q2 2026, its #54 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 5 quarters since.
Savvy Advisors Inc's F/m US Treasury 3 Month Bill Fund position peaked at $23.6M in Q1 2026.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.