Turning Point Benefit Group’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Turning Point Benefit 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 Q1	–	Sell	-2,783	Closed	-$139K	–	708
2025 Q4	$139K	Sell	2,783 -1,003	-26%	-$50.1K	0.07%	110
2025 Q3	$189K	Buy	+3,786	New	+$189K	0.11%	85

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

Turning Point Benefit Group's TBIL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026, closing a stake of 2,783 shares — an estimated $139K sold.

Turning Point Benefit Group first reported a position in TBIL in Q3 2025 and held it in 2 quarters. The position peaked at $189K in Q3 2025. 321 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Turning Point Benefit Group reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 2,783 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $139K.
Turning Point Benefit Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's F/m US Treasury 3 Month Bill Fund position peaked at $189K in Q3 2025.
321 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.