Gitterman Wealth Management’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Gitterman Wealth Management’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 Q3	$928K	Buy	18,568 +2,192	+13%	+$109K	0.21%	28
2025 Q2	$819K	Sell	16,376 -908	-5%	-$45.3K	0.19%	21
2025 Q1	$864K	Sell	17,284 -7,356	-30%	-$367K	0.23%	21
2024 Q4	$1.23M	Sell	24,640 -338	-1%	-$16.9K	0.51%	15
2024 Q3	$1.25M	Sell	24,978 -390	-2%	-$19.5K	0.52%	15
2024 Q2	$1.27M	Buy	25,368 +4,097	+19%	+$205K	0.49%	14
2024 Q1	$1.06M	Buy	+21,271	New	+$1.06M	0.41%	14

Other funds holding TBIL

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

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

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

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

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

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

OWP

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

JSW

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

BEI

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

Gitterman Wealth Management's TBIL Position: Q3 2025 in Review

Gitterman Wealth Management increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 13% in Q3 2025, buying an estimated $109K and bringing the position to 18,568 shares worth $928K. The position accounts for 0.21% of the portfolio, ranked #28.

Gitterman Wealth Management first reported a position in TBIL in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q2 2024. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

Gitterman Wealth Management held 18,568 shares of F/m US Treasury 3 Month Bill Fund worth $928K as of Q3 2025.
Gitterman Wealth Management bought 2,192 F/m US Treasury 3 Month Bill Fund shares in Q3 2025, an estimated $109K.
F/m US Treasury 3 Month Bill Fund made up 0.21% of Gitterman Wealth Management's portfolio in Q3 2025, its #28 holding.
Gitterman Wealth Management first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 7 quarters since.
Gitterman Wealth Management's F/m US Treasury 3 Month Bill Fund position peaked at $1.27M in Q2 2024.
286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.