Spinnaker Investment Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Spinnaker Investment 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	$9.64M	Buy	193,408 +43,152	+29%	+$2.15M	1.52%	13
2026 Q2	$7.49M	Buy	150,256 +56,929	+61%	+$2.84M	1.2%	14
2026 Q1	$4.65M	Sell	93,327 -9,880	-10%	-$493K	0.95%	15
2025 Q4	$5.15M	Buy	103,207 +96,186	+1,370%	+$4.8M	0.93%	14
2025 Q3	$351K	Buy	+7,021	New	+$350K	0.07%	114
2025 Q2	–	Sell	-7,532	Closed	-$377K	–	111
2025 Q1	$377K	Buy	7,532 +197	+3%	+$9.84K	0.09%	72
2024 Q4	$366K	Sell	7,335 -16,395	-69%	-$819K	0.09%	64
2024 Q3	$1.19M	Buy	23,730 +14,012	+144%	+$700K	0.29%	31
2024 Q2	$486K	Sell	9,718 -6,299	-39%	-$315K	0.13%	53
2024 Q1	$801K	Sell	16,017 -1,287	-7%	-$64.3K	0.23%	35
2023 Q4	$863K	Buy	17,304 +4,720	+38%	+$236K	0.26%	32
2023 Q3	$630K	Sell	12,584 -180	-1%	-$9K	0.21%	37
2023 Q2	$639K	Buy	+12,764	New	+$638K	0.21%	40

Other funds holding TBIL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Spinnaker Investment Group's TBIL Position: Q3 2026 in Review

Spinnaker Investment Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 29% in Q3 2026, buying an estimated $2.15M and bringing the position to 193,408 shares worth $9.64M. The position accounts for 1.52% of the portfolio, ranked #13.

Spinnaker Investment Group first reported a position in TBIL in Q2 2023 and has held it in 13 quarters since. 32 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Spinnaker Investment Group held 193,408 shares of F/m US Treasury 3 Month Bill Fund worth $9.64M as of Q3 2026.
Spinnaker Investment Group bought 43,152 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $2.15M.
F/m US Treasury 3 Month Bill Fund made up 1.52% of Spinnaker Investment Group's portfolio in Q3 2026, its #13 holding.
Spinnaker Investment Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 13 quarters since.
32 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.