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BFC Planning, Inc.’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

BFC Planning, Inc.’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 		$18.9M Sell
379,685
-94,727
-20% -$4.73M 0.77% 16
2026
Q1 		$23.7M Buy
474,412
+134,473
+40% +$6.71M 1.06% 10
2025
Q4 		$17M Buy
+339,939
New +$17M 0.75% 17

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Stifel Financial
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFC Planning, Inc.'s TBIL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 20% in Q2 2026, selling an estimated $4.73M and leaving 379,685 shares worth $18.9M. The position accounts for 0.77% of the portfolio, ranked #16.

BFC Planning, Inc. first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.7M in Q1 2026. 319 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

  • BFC Planning, Inc. held 379,685 shares of F/m US Treasury 3 Month Bill Fund worth $18.9M as of Q2 2026.
  • BFC Planning, Inc. sold 94,727 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $4.73M.
  • F/m US Treasury 3 Month Bill Fund made up 0.77% of BFC Planning, Inc.'s portfolio in Q2 2026, its #16 holding.
  • BFC Planning, Inc. first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s F/m US Treasury 3 Month Bill Fund position peaked at $23.7M in Q1 2026.
  • 319 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.