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

Pinnacle Family 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 Q1	–	Sell	-4,763	Closed	-$238K	–	154
2025 Q4	$238K	Sell	4,763 -300	-6%	-$15K	0.1%	128
2025 Q3	$253K	Buy	+5,063	New	+$253K	0.11%	108
2025 Q2	–	Sell	-4,361	Closed	-$218K	–	133
2025 Q1	$218K	Sell	4,361 -1,440	-25%	-$71.9K	0.12%	105
2024 Q4	$289K	Buy	+5,801	New	+$290K	0.14%	94

Other funds holding TBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OWP

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 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

Pinnacle Family Advisors's TBIL Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 4,763 shares — an estimated $238K sold.

Pinnacle Family Advisors first reported a position in TBIL in Q4 2024 and held it in 4 quarters. The position peaked at $289K in Q4 2024. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Pinnacle Family Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 4,763 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $238K.
Pinnacle Family Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2024 and held it in 4 quarters.
Pinnacle Family Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $289K in Q4 2024.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.