WAP
TBIL

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

Wealthcare Advisory Partners’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 		$3.75M Sell
75,134
-13,678
-15% -$683K 0.07% 227
2026
Q1 		$4.43M Sell
88,812
-6,864
-7% -$343K 0.09% 203
2025
Q4 		$4.77M Sell
95,676
-1,897
-2% -$94.7K 0.09% 192
2025
Q3 		$4.88M Sell
97,573
-227,092
-70% -$11.3M 0.1% 171
2025
Q2 		$16.2M Sell
324,665
-64,688
-17% -$3.23M 0.37% 53
2025
Q1 		$19.5M Buy
389,353
+129,048
+50% +$6.44M 0.52% 38
2024
Q4 		$13M Buy
260,305
+94,923
+57% +$4.74M 0.36% 55
2024
Q3 		$8.28M Buy
165,382
+84,270
+104% +$4.21M 0.24% 84
2024
Q2 		$4.06M Buy
81,112
+27,658
+52% +$1.38M 0.13% 136
2024
Q1 		$2.67M Buy
53,454
+17,209
+47% +$860K 0.09% 193
2023
Q4 		$1.81M Buy
36,245
+28,108
+345% +$1.4M 0.07% 216
2023
Q3 		$407K Buy
+8,137
New +$407K 0.02% 478

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
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

Wealthcare Advisory Partners's TBIL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 15% in Q2 2026, selling an estimated $683K and leaving 75,134 shares worth $3.75M. The position accounts for 0.07% of the portfolio, ranked #227.

Wealthcare Advisory Partners first reported a position in TBIL in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.5M in Q1 2025. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Wealthcare Advisory Partners held 75,134 shares of F/m US Treasury 3 Month Bill Fund worth $3.75M as of Q2 2026.
  • Wealthcare Advisory Partners sold 13,678 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $683K.
  • F/m US Treasury 3 Month Bill Fund made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #227 holding.
  • Wealthcare Advisory Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealthcare Advisory Partners's F/m US Treasury 3 Month Bill Fund position peaked at $19.5M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.