Wealth Advisory Solutions’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Wealth Advisory Solutions’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	$2.42M	Buy	48,470 +2,926	+6%	+$146K	0.5%	48
2026 Q1	$2.27M	Buy	45,544 +8,451	+23%	+$422K	0.51%	48
2025 Q4	$1.85M	Buy	37,093 +21,694	+141%	+$1.08M	0.43%	49
2025 Q3	$770K	Sell	15,399 -2,839	-16%	-$142K	0.19%	79
2025 Q2	$912K	Buy	18,238 +9,419	+107%	+$470K	0.23%	74
2025 Q1	$441K	Buy	+8,819	New	+$440K	0.12%	95

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

Wealth Advisory Solutions's TBIL Position: Q2 2026 in Review

Wealth Advisory Solutions increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 6.4% in Q2 2026, buying an estimated $146K and bringing the position to 48,470 shares worth $2.42M. The position accounts for 0.5% of the portfolio, ranked #48.

Wealth Advisory Solutions first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Wealth Advisory Solutions held 48,470 shares of F/m US Treasury 3 Month Bill Fund worth $2.42M as of Q2 2026.
Wealth Advisory Solutions bought 2,926 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $146K.
F/m US Treasury 3 Month Bill Fund made up 0.5% of Wealth Advisory Solutions's portfolio in Q2 2026, its #48 holding.
Wealth Advisory Solutions first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.