Wealth Enhancement Advisory Services
TBIL

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

Wealth Enhancement Advisory Services’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 		$41.6M Sell
833,243
-16,323
-2% -$815K 0.07% 245
2026
Q1 		$42.4M Sell
849,566
-1,005,767
-54% -$50.2M 0.09% 222
2025
Q4 		$92.6M Buy
1,855,333
+112,590
+6% +$5.62M 0.13% 142
2025
Q3 		$86.9M Buy
1,742,743
+320,294
+23% +$16M 0.13% 149
2025
Q2 		$70.9M Buy
1,422,449
+341,660
+32% +$17.1M 0.12% 172
2025
Q1 		$54.1M Buy
1,080,789
+52,949
+5% +$2.64M 0.1% 194
2024
Q4 		$51.2M Buy
1,027,840
+333,970
+48% +$16.7M 0.1% 197
2024
Q3 		$34.7M Buy
693,870
+26,500
+4% +$1.32M 0.07% 253
2024
Q2 		$33.4M Buy
667,370
+4,374
+0.7% +$218K 0.08% 239
2024
Q1 		$33.2M Buy
662,996
+658,381
+14,266% +$32.9M 0.09% 228
2023
Q4 		$230K Buy
+4,615
New +$231K ﹤0.01% 2013

Other funds holding TBIL

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's TBIL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.9% in Q2 2026, selling an estimated $815K and leaving 833,243 shares worth $41.6M. The position accounts for 0.07% of the portfolio, ranked #245.

Wealth Enhancement Advisory Services first reported a position in TBIL in Q4 2023 and has held it in 11 quarters since. The position peaked at $92.6M in Q4 2025. 80 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 833,243 shares of F/m US Treasury 3 Month Bill Fund worth $41.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 16,323 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $815K.
  • F/m US Treasury 3 Month Bill Fund made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #245 holding.
  • Wealth Enhancement Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's F/m US Treasury 3 Month Bill Fund position peaked at $92.6M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.