WAAG
TBIL icon

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

Wealth Alliance Advisory Group’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 		$299K Hold
6,007
– – 0.04% 167
2026
Q2 		$300K Buy
+6,007
New +$300K 0.04% 157

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wealth Alliance Advisory Group's TBIL Position: Q3 2026 in Review

Wealth Alliance Advisory Group held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q3 2026 at 6,007 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #167.

Wealth Alliance Advisory Group first reported a position in TBIL in Q2 2026 and has held it in 2 quarters since. The position peaked at $300K in Q2 2026. 31 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Wealth Alliance Advisory Group held 6,007 shares of F/m US Treasury 3 Month Bill Fund worth $299K as of Q3 2026.
  • Wealth Alliance Advisory Group left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q3 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #167 holding.
  • Wealth Alliance Advisory Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2026 and has held it in 2 quarters since.
  • Wealth Alliance Advisory Group's F/m US Treasury 3 Month Bill Fund position peaked at $300K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.