RiverTree Advisors’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

RiverTree Advisors’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 Q4	–	Sell	-8,006	Closed	-$400K	–	65
2025 Q3	$400K	Buy	+8,006	New	+$400K	0.26%	47
2025 Q2	–	Sell	-16,037	Closed	-$802K	–	63
2025 Q1	$802K	Sell	16,037 -2,010	-11%	-$100K	0.54%	43
2024 Q4	$900K	Sell	18,047 -13,367	-43%	-$667K	0.59%	37
2024 Q3	$1.57M	Buy	31,414 +16,058	+105%	+$802K	1.07%	24
2024 Q2	$768K	Buy	+15,356	New	+$767K	0.53%	25

Other funds holding TBIL

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

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

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

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

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

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

OWP

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JSW

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RiverTree Advisors's TBIL Position: Q4 2025 in Review

RiverTree Advisors sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2025, closing a stake of 8,006 shares — an estimated $400K sold.

RiverTree Advisors first reported a position in TBIL in Q2 2024 and held it in 5 quarters. The position peaked at $1.57M in Q3 2024. 306 funds tracked by Wall St. Rank hold TBIL as of Q4 2025.

RiverTree Advisors reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2025 after selling out during the quarter.
RiverTree Advisors sold 8,006 F/m US Treasury 3 Month Bill Fund shares in Q4 2025, an estimated $400K.
RiverTree Advisors first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and held it in 5 quarters.
RiverTree Advisors's F/m US Treasury 3 Month Bill Fund position peaked at $1.57M in Q3 2024.
306 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2025.

Based on RiverTree Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.