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

Centerpoint Advisory Group’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	$260K	Hold	5,215	–	–	0.16%	97
2026 Q2	$260K	Hold	5,215	–	–	0.16%	97
2026 Q1	$260K	Hold	5,215	–	–	0.2%	88
2025 Q4	$260K	Sell	5,215 -2,000	-28%	-$100K	0.2%	85
2025 Q3	$361K	Buy	7,215 +400	+6%	+$20K	0.28%	69
2025 Q2	$341K	Hold	6,815	–	–	0.3%	69
2025 Q1	$341K	Buy	6,815 +980	+17%	+$48.9K	0.34%	67
2024 Q4	$291K	Buy	+5,835	New	+$291K	0.28%	71

Other funds holding TBIL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return

Centerpoint Advisory Group's TBIL Position: Q3 2026 in Review

Centerpoint Advisory Group held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q3 2026 at 5,215 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #97.

Centerpoint Advisory Group first reported a position in TBIL in Q4 2024 and has held it in 8 quarters since. The position peaked at $361K in Q3 2025. 195 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Centerpoint Advisory Group held 5,215 shares of F/m US Treasury 3 Month Bill Fund worth $260K as of Q3 2026.
Centerpoint Advisory Group left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q3 2026.
F/m US Treasury 3 Month Bill Fund made up 0.16% of Centerpoint Advisory Group's portfolio in Q3 2026, its #97 holding.
Centerpoint Advisory Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and has held it in 8 quarters since.
Centerpoint Advisory Group's F/m US Treasury 3 Month Bill Fund position peaked at $361K in Q3 2025.
195 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Centerpoint Advisory Group's 13F filing for Q3 2026, filed 23 Oct 2026.