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

TrueWealth 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	$688K	Buy	13,794 +4,009	+41%	+$200K	0.16%	121
2026 Q1	$488K	Sell	9,785 -2,395	-20%	-$120K	0.12%	141
2025 Q4	$608K	Sell	12,180 -162	-1%	-$8.09K	0.16%	116
2025 Q3	$617K	Sell	12,342 -4,289	-26%	-$214K	0.17%	119
2025 Q2	$831K	Sell	16,631 -2,540	-13%	-$127K	0.25%	74
2025 Q1	$959K	Buy	19,171 +544	+3%	+$27.2K	0.31%	62
2024 Q4	$929K	Sell	18,627 -4,087	-18%	-$204K	0.31%	68
2024 Q3	$1.14M	Buy	+22,714	New	+$1.13M	0.38%	58

Other funds holding TBIL

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CICI

Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return

TrueWealth Advisors's TBIL Position: Q2 2026 in Review

TrueWealth Advisors increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 41% in Q2 2026, buying an estimated $200K and bringing the position to 13,794 shares worth $688K. The position accounts for 0.16% of the portfolio, ranked #121.

TrueWealth Advisors first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q3 2024. 152 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

TrueWealth Advisors held 13,794 shares of F/m US Treasury 3 Month Bill Fund worth $688K as of Q2 2026.
TrueWealth Advisors bought 4,009 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $200K.
F/m US Treasury 3 Month Bill Fund made up 0.16% of TrueWealth Advisors's portfolio in Q2 2026, its #121 holding.
TrueWealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 8 quarters since.
TrueWealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.14M in Q3 2024.
152 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.