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 Q3	$2.11M	Sell	42,400 -6,569	-13%	-$328K	0.33%	75
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 $67.3B AUM 21.9% 1-Year Est. Return

Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

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

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

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

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

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

VisionPoint Advisory Group's TBIL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 13% in Q3 2026, selling an estimated $328K and leaving 42,400 shares worth $2.11M. The position accounts for 0.33% of the portfolio, ranked #75.

VisionPoint Advisory Group first reported a position in TBIL in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.73M in Q3 2024. 61 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

VisionPoint Advisory Group held 42,400 shares of F/m US Treasury 3 Month Bill Fund worth $2.11M as of Q3 2026.
VisionPoint Advisory Group sold 6,569 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $328K.
F/m US Treasury 3 Month Bill Fund made up 0.33% of VisionPoint Advisory Group's portfolio in Q3 2026, its #75 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 15 quarters since.
VisionPoint Advisory Group's F/m US Treasury 3 Month Bill Fund position peaked at $2.73M in Q3 2024.
61 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.