Creative Planning’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Creative Planning’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	$9.24M	Buy	185,314 +81,606	+79%	+$4.07M	0.01%	740
2025 Q4	$5.17M	Buy	103,708 +98,401	+1,854%	+$4.91M	﹤0.01%	988
2025 Q3	$265K	Buy	+5,307	New	+$265K	﹤0.01%	3246
2025 Q1	–	Sell	-6,046	Closed	-$301K	–	3708
2024 Q4	$301K	Buy	6,046 +557	+10%	+$27.8K	﹤0.01%	2661
2024 Q3	$275K	Sell	5,489 -7,519	-58%	-$375K	﹤0.01%	2585
2024 Q2	$651K	Sell	13,008 -2,497	-16%	-$125K	﹤0.01%	1741
2024 Q1	$776K	Buy	+15,505	New	+$775K	﹤0.01%	1524

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Creative Planning's TBIL Position: Q1 2026 in Review

Creative Planning increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 79% in Q1 2026, buying an estimated $4.07M and bringing the position to 185,314 shares worth $9.24M. The position accounts for 0.01% of the portfolio, ranked #740.

Creative Planning first reported a position in TBIL in Q1 2024 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Creative Planning held 185,314 shares of F/m US Treasury 3 Month Bill Fund worth $9.24M as of Q1 2026.
Creative Planning bought 81,606 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $4.07M.
F/m US Treasury 3 Month Bill Fund made up 0.01% of Creative Planning's portfolio in Q1 2026, its #740 holding.
Creative Planning first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 7 quarters since.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.