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 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

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Pinnacle Wealth Management Group's TBIL Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 0.73% in Q2 2026, buying an estimated $45.1K and bringing the position to 125,083 shares worth $6.24M. The position accounts for 2.91% of the portfolio, ranked #11.

Pinnacle Wealth Management Group first reported a position in TBIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.38M in Q4 2025. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Pinnacle Wealth Management Group held 125,083 shares of F/m US Treasury 3 Month Bill Fund worth $6.24M as of Q2 2026.
Pinnacle Wealth Management Group bought 904 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $45.1K.
F/m US Treasury 3 Month Bill Fund made up 2.91% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #11 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 8 quarters since.
Pinnacle Wealth Management Group's F/m US Treasury 3 Month Bill Fund position peaked at $8.38M 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 Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.