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 Q3	$1.35M	Buy	26,631 +1,987	+8%	+$99.2K	0.18%	135
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners's TBIL Position: Q3 2026 in Review

Ignite Planners increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 8.1% in Q3 2026, buying an estimated $99.2K and bringing the position to 26,631 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #135.

Ignite Planners first reported a position in TBIL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2025. 33 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

Ignite Planners held 26,631 shares of F/m US Treasury 3 Month Bill Fund worth $1.35M as of Q3 2026.
Ignite Planners bought 1,987 F/m US Treasury 3 Month Bill Fund shares in Q3 2026, an estimated $99.2K.
F/m US Treasury 3 Month Bill Fund made up 0.18% of Ignite Planners's portfolio in Q3 2026, its #135 holding.
Ignite Planners first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2024 and has held it in 11 quarters since.
Ignite Planners's F/m US Treasury 3 Month Bill Fund position peaked at $1.86M in Q3 2025.
33 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.