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

Trinity Wealth Management’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 		$728K Buy
+14,600
New +$729K 0.23% 50

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FOR
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Spinnaker Investment Group
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First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Trinity Wealth Management's TBIL Position: Q3 2026 in Review

Trinity Wealth Management opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 14,600 shares worth $728K. The stake represents 0.23% of the portfolio and ranks #50 among its holdings.

48 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Trinity Wealth Management held 14,600 shares of F/m US Treasury 3 Month Bill Fund worth $728K as of Q3 2026.
  • F/m US Treasury 3 Month Bill Fund was a new Trinity Wealth Management position in Q3 2026.
  • F/m US Treasury 3 Month Bill Fund made up 0.23% of Trinity Wealth Management's portfolio in Q3 2026, its #50 holding.
  • 48 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

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