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

Holistic 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	$385K	Buy	+7,727	New	+$386K	0.08%	208

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

Holistic Planning's TBIL Position: Q1 2026 in Review

Holistic Planning opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q1 2026: 7,727 shares worth $385K. The stake represents 0.08% of the portfolio and ranks #208 among its holdings.

320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Holistic Planning held 7,727 shares of F/m US Treasury 3 Month Bill Fund worth $385K as of Q1 2026.
F/m US Treasury 3 Month Bill Fund was a new Holistic Planning position in Q1 2026.
F/m US Treasury 3 Month Bill Fund made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #208 holding.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.