PEA
TBIL

Park Edge Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Park Edge Advisors’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 		$380K Sell
7,615
-2,285
-23% -$114K 0.08% 120
2026
Q1 		$494K Sell
9,900
-26,068
-72% -$1.3M 0.11% 91
2025
Q4 		$1.79M Buy
35,968
+29,171
+429% +$1.46M 0.41% 54
2025
Q3 		$340K Sell
6,797
-890
-12% -$44.4K 0.08% 119
2025
Q2 		$384K Sell
7,687
-8,802
-53% -$439K 0.1% 100
2025
Q1 		$825K Buy
+16,489
New +$823K 0.23% 74

Other funds holding TBIL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Park Edge Advisors's TBIL Position: Q2 2026 in Review

Park Edge Advisors reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 23% in Q2 2026, selling an estimated $114K and leaving 7,615 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #120.

Park Edge Advisors first reported a position in TBIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q4 2025. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • Park Edge Advisors held 7,615 shares of F/m US Treasury 3 Month Bill Fund worth $380K as of Q2 2026.
  • Park Edge Advisors sold 2,285 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $114K.
  • F/m US Treasury 3 Month Bill Fund made up 0.08% of Park Edge Advisors's portfolio in Q2 2026, its #120 holding.
  • Park Edge Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2025 and has held it in 6 quarters since.
  • Park Edge Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.79M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.