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

Pinnacle Wealth Management 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	$6.34M	Buy	127,145 +2,062	+2%	+$103K	2.9%	9
2026 Q2	$6.24M	Buy	125,083 +904	+0.7%	+$45.1K	2.91%	11
2026 Q1	$6.19M	Sell	124,179 -43,812	-26%	-$2.19M	3.04%	8
2025 Q4	$8.38M	Buy	167,991 +3,308	+2%	+$165K	4.19%	3
2025 Q3	$8.23M	Buy	164,683 +8,617	+6%	+$430K	4.22%	3
2025 Q2	$7.8M	Buy	156,066 +6,556	+4%	+$327K	4.47%	3
2025 Q1	$7.48M	Buy	149,510 +4,715	+3%	+$235K	5.21%	2
2024 Q4	$7.22M	Buy	144,795 +8,987	+7%	+$449K	4.5%	2
2024 Q3	$6.8M	Buy	+135,808	New	+$6.78M	4.29%	2

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

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

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Pinnacle Wealth Management Group's TBIL Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 1.6% in Q3 2026, buying an estimated $103K and bringing the position to 127,145 shares worth $6.34M. The position accounts for 2.9% of the portfolio, ranked #9.

Pinnacle Wealth Management Group first reported a position in TBIL in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.38M in Q4 2025. 191 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Pinnacle Wealth Management Group held 127,145 shares of F/m US Treasury 3 Month Bill Fund worth $6.34M as of Q3 2026.
Pinnacle Wealth Management Group bought 2,062 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $103K.
F/m US Treasury 3 Month Bill Fund made up 2.9% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #9 holding.
Pinnacle Wealth Management Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 9 quarters since.
Pinnacle Wealth Management Group's F/m US Treasury 3 Month Bill Fund position peaked at $8.38M in Q4 2025.
191 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.