Wealth Enhancement Advisory Services
TBIL icon

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
Q3 		$101M Buy
2,020,932
+1,187,689
+143% +$59.3M 0.15% 120
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
F/M Investments
F/M Investments Washington, District of Columbia $3.38B AUM 20.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's TBIL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 143% in Q3 2026, buying an estimated $59.3M and bringing the position to 2,020,932 shares worth $101M. The position accounts for 0.15% of the portfolio, ranked #120.

Wealth Enhancement Advisory Services first reported a position in TBIL in Q4 2023 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,020,932 shares of F/m US Treasury 3 Month Bill Fund worth $101M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,187,689 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $59.3M.
  • F/m US Treasury 3 Month Bill Fund made up 0.15% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #120 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 12 quarters since.
  • 289 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.