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

VisionPoint Advisory 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	$2.44M	Buy	48,969 +1,283	+3%	+$64K	0.4%	64
2026 Q1	$2.38M	Buy	47,686 +3,917	+9%	+$196K	0.45%	56
2025 Q4	$2.18M	Sell	43,769 -2,417	-5%	-$121K	0.43%	67
2025 Q3	$2.31M	Sell	46,186 -5,275	-10%	-$263K	0.46%	57
2025 Q2	$2.57M	Buy	51,461 +172	+0.3%	+$8.59K	0.56%	47
2025 Q1	$2.56M	Buy	51,289 +992	+2%	+$49.5K	0.88%	35
2024 Q4	$2.51M	Sell	50,297 -4,171	-8%	-$208K	0.86%	29
2024 Q3	$2.73M	Buy	54,468 +14,144	+35%	+$706K	0.92%	30
2024 Q2	$2.02M	Buy	40,324 +817	+2%	+$40.8K	0.72%	38
2024 Q1	$1.98M	Buy	39,507 +2,889	+8%	+$144K	0.71%	35
2023 Q4	$1.83M	Buy	36,618 +1,900	+5%	+$94.9K	0.67%	42
2023 Q3	$1.74M	Buy	34,718 +12,849	+59%	+$642K	0.75%	37
2023 Q2	$1.1M	Buy	21,869 +7,337	+50%	+$367K	0.45%	63
2023 Q1	$725K	Buy	+14,532	New	+$726K	0.32%	64

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

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

VisionPoint Advisory Group's TBIL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 2.7% in Q2 2026, buying an estimated $64K and bringing the position to 48,969 shares worth $2.44M. The position accounts for 0.4% of the portfolio, ranked #64.

VisionPoint Advisory Group first reported a position in TBIL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.73M in Q3 2024. 46 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

VisionPoint Advisory Group held 48,969 shares of F/m US Treasury 3 Month Bill Fund worth $2.44M as of Q2 2026.
VisionPoint Advisory Group bought 1,283 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $64K.
F/m US Treasury 3 Month Bill Fund made up 0.4% of VisionPoint Advisory Group's portfolio in Q2 2026, its #64 holding.
VisionPoint Advisory Group first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and has held it in 14 quarters since.
VisionPoint Advisory Group's F/m US Treasury 3 Month Bill Fund position peaked at $2.73M in Q3 2024.
46 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.