Annex Advisory Services
TBIL icon

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

Annex 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 		$339K Buy
6,799
+102
+2% +$5.09K 0.01% 312
2026
Q2 		$334K Buy
+6,697
New +$334K 0.01% 292

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Intrua Financial
Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return
Family Office Research
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Revolve Wealth Partners
Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Annex Advisory Services's TBIL Position: Q3 2026 in Review

Annex Advisory Services increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.5% in Q3 2026, buying an estimated $5.09K and bringing the position to 6,799 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #312.

Annex Advisory Services first reported a position in TBIL in Q2 2026 and has held it in 2 quarters since. 110 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Annex Advisory Services held 6,799 shares of F/m US Treasury 3 Month Bill Fund worth $339K as of Q3 2026.
  • Annex Advisory Services bought 102 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $5.09K.
  • F/m US Treasury 3 Month Bill Fund made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #312 holding.
  • Annex Advisory Services first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2026 and has held it in 2 quarters since.
  • 110 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.