Ignite Planners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Ignite Planners’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	$1.17M	Sell	24,644 -7,676	-24%	-$383K	0.16%	146
2026 Q1	$1.6M	Buy	32,320 +471	+1%	+$23.5K	0.25%	98
2025 Q4	$1.59M	Sell	31,849 -5,359	-14%	-$268K	0.24%	98
2025 Q3	$1.86M	Buy	37,208 +812	+2%	+$40.5K	0.3%	76
2025 Q2	$1.82M	Buy	36,396 +6,478	+22%	+$323K	0.32%	75
2025 Q1	$1.49M	Buy	29,918 +12,457	+71%	+$622K	0.29%	90
2024 Q4	$871K	Buy	17,461 +2,626	+18%	+$131K	0.19%	113
2024 Q3	$742K	Buy	14,835 +3,096	+26%	+$155K	0.17%	121
2024 Q2	$585K	Buy	11,739 +6,049	+106%	+$302K	0.14%	144
2024 Q1	$284K	Buy	+5,690	New	+$284K	0.08%	220

Other funds holding TBIL

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

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

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

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

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

OWP

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ignite Planners's TBIL Position: Q2 2026 in Review

Ignite Planners reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 24% in Q2 2026, selling an estimated $383K and leaving 24,644 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #146.

Ignite Planners first reported a position in TBIL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.86M in Q3 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Ignite Planners held 24,644 shares of F/m US Treasury 3 Month Bill Fund worth $1.17M as of Q2 2026.
Ignite Planners sold 7,676 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $383K.
F/m US Treasury 3 Month Bill Fund made up 0.16% of Ignite Planners's portfolio in Q2 2026, its #146 holding.
Ignite Planners first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 10 quarters since.
Ignite Planners's F/m US Treasury 3 Month Bill Fund position peaked at $1.86M in Q3 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.