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

Waverly 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	$920K	Buy	+18,460	New	+$921K	0.01%	927

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

Waverly Advisors's TBIL Position: Q2 2026 in Review

Waverly Advisors opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 18,460 shares worth $920K. The stake represents 0.01% of the portfolio and ranks #927 among its holdings.

317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Waverly Advisors held 18,460 shares of F/m US Treasury 3 Month Bill Fund worth $920K as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new Waverly Advisors position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #927 holding.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.