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 Q2	$334K	Buy	+6,697	New	+$334K	0.01%	292

Other funds holding TBIL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Annex Advisory Services's TBIL Position: Q2 2026 in Review

Annex Advisory Services opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 6,697 shares worth $334K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Annex Advisory Services held 6,697 shares of F/m US Treasury 3 Month Bill Fund worth $334K as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new Annex Advisory Services position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #292 holding.
46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.