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TBIL icon

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
Q3 		– Sell
-13,794
Closed -$688K – 251
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

TrueWealth Advisors's TBIL Position: Q3 2026 in Review

TrueWealth Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026, closing a stake of 13,794 shares — an estimated $688K sold.

TrueWealth Advisors first reported a position in TBIL in Q3 2024 and held it in 8 quarters. The position peaked at $1.14M in Q3 2024. 32 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • TrueWealth Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 13,794 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $688K.
  • TrueWealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and held it in 8 quarters.
  • TrueWealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.14M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.