TPWA
TBIL

Twin Peaks Wealth Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Twin Peaks Wealth Advisors’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
2025
Q3 		– Sell
-140
Closed -$6.99K – 1896
2025
Q2 		$6.99K Buy
+140
New +$6.99K ﹤0.01% 1121

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Twin Peaks Wealth Advisors's TBIL Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2025, closing a stake of 140 shares — an estimated $6.99K sold.

Twin Peaks Wealth Advisors first reported a position in TBIL in Q2 2025 and held it in 1 quarter. The position peaked at $6.99K in Q2 2025. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 140 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $6.99K.
  • Twin Peaks Wealth Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $6.99K in Q2 2025.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.