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

High Point 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	–	Sell	-83	Closed	-$4.14K	–	259
2026 Q1	$4.14K	Buy	+83	New	+$4.14K	﹤0.01%	234

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

High Point Wealth Management's TBIL Position: Q2 2026 in Review

High Point Wealth Management sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026, closing a stake of 83 shares — an estimated $4.14K sold.

High Point Wealth Management first reported a position in TBIL in Q1 2026 and held it in 1 quarter. The position peaked at $4.14K in Q1 2026. 210 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

High Point Wealth Management reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q2 2026 after selling out during the quarter.
High Point Wealth Management sold 83 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $4.14K.
High Point Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2026 and held it in 1 quarter.
High Point Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $4.14K in Q1 2026.
210 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.