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

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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. 111 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.
  • 111 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.