Betterment LLC’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Betterment LLC’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	$2.45M	Buy	49,169 +17,447	+55%	+$871K	﹤0.01%	238
2026 Q1	$1.58M	Sell	31,722 -15,642	-33%	-$781K	﹤0.01%	266
2025 Q4	$2.36M	Buy	47,364 +21,515	+83%	+$1.07M	﹤0.01%	218
2025 Q3	$1.29M	Sell	25,849 -856	-3%	-$42.7K	﹤0.01%	272
2025 Q2	$1.33M	Buy	26,705 +1,072	+4%	+$53.5K	﹤0.01%	249
2025 Q1	$1.28M	Buy	25,633 +567	+2%	+$28.3K	﹤0.01%	238
2024 Q4	$1.25M	Buy	25,066 +3,603	+17%	+$180K	﹤0.01%	239
2024 Q3	$1.07M	Buy	21,463 +16,322	+317%	+$815K	﹤0.01%	228
2024 Q2	$257K	Buy	+5,141	New	+$257K	﹤0.01%	360

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Betterment LLC's TBIL Position: Q2 2026 in Review

Betterment LLC increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 55% in Q2 2026, buying an estimated $871K and bringing the position to 49,169 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Betterment LLC first reported a position in TBIL in Q2 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Betterment LLC held 49,169 shares of F/m US Treasury 3 Month Bill Fund worth $2.45M as of Q2 2026.
Betterment LLC bought 17,447 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $871K.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #238 holding.
Betterment LLC first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.