World Investment Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

World Investment Advisors’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	$2.92M	Sell	58,613 -33,737	-37%	-$1.68M	0.05%	383
2026 Q1	$4.6M	Sell	92,350 -317	-0.3%	-$15.8K	0.07%	277
2025 Q4	$4.62M	Buy	92,667 +57,405	+163%	+$2.87M	0.08%	275
2025 Q3	$1.76M	Buy	35,262 +13,121	+59%	+$655K	0.04%	432
2025 Q2	$1.11M	Buy	22,141 +13,596	+159%	+$679K	0.03%	503
2025 Q1	$427K	Buy	+8,545	New	+$427K	0.01%	737

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

World Investment Advisors's TBIL Position: Q2 2026 in Review

World Investment Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 37% in Q2 2026, selling an estimated $1.68M and leaving 58,613 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #383.

World Investment Advisors first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.62M in Q4 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

World Investment Advisors held 58,613 shares of F/m US Treasury 3 Month Bill Fund worth $2.92M as of Q2 2026.
World Investment Advisors sold 33,737 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $1.68M.
F/m US Treasury 3 Month Bill Fund made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #383 holding.
World Investment Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
World Investment Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $4.62M in Q4 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.