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

Divergent 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
2025 Q4	$11.3M	Buy	227,379 +19,453	+9%	+$971K	2.9%	10
2025 Q3	$10.4M	Buy	207,926 +70,078	+51%	+$3.5M	2.76%	10
2025 Q2	$6.87M	Buy	137,848 +61,843	+81%	+$3.09M	2.03%	11
2025 Q1	$3.79M	Buy	76,005 +42,234	+125%	+$2.11M	1.26%	11
2024 Q4	$1.69M	Buy	33,771 +10,467	+45%	+$523K	0.58%	12
2024 Q3	$1.16M	Sell	23,304 -50,404	-68%	-$2.52M	0.43%	12
2024 Q2	$3.67M	Buy	73,708 +39,946	+118%	+$1.99M	1.46%	11
2024 Q1	$1.68M	Buy	33,762 +27,850	+471%	+$1.39M	0.71%	10
2023 Q4	$295K	Buy	5,912 +1,343	+29%	+$67.1K	0.14%	19
2023 Q3	$228K	Buy	+4,569	New	+$228K	0.12%	21

Other funds holding TBIL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Divergent Planning's TBIL Position: Q4 2025 in Review

Divergent Planning increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 9.4% in Q4 2025, buying an estimated $971K and bringing the position to 227,379 shares worth $11.3M. The position accounts for 2.9% of the portfolio, ranked #10.

Divergent Planning first reported a position in TBIL in Q3 2023 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

Divergent Planning held 227,379 shares of F/m US Treasury 3 Month Bill Fund worth $11.3M as of Q4 2025.
Divergent Planning bought 19,453 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $971K.
F/m US Treasury 3 Month Bill Fund made up 2.9% of Divergent Planning's portfolio in Q4 2025, its #10 holding.
Divergent Planning first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and has held it in 10 quarters since.
306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.