Elmwood Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Elmwood Wealth Management’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	$514K	Hold	10,315	–	–	0.13%	126
2026 Q1	$514K	Hold	10,315	–	–	0.14%	117
2025 Q4	$515K	Hold	10,315	–	–	0.16%	114
2025 Q3	$516K	Hold	10,315	–	–	0.18%	100
2025 Q2	$516K	Hold	10,315	–	–	0.2%	95
2025 Q1	$516K	Hold	10,315	–	–	0.21%	93
2024 Q4	$514K	Hold	10,315	–	–	0.21%	92
2024 Q3	$516K	Buy	+10,315	New	+$515K	0.21%	94

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Revolve Wealth Partners Hackensack, New Jersey $961M 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 $6.39B 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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return