SPAS
TBIL icon

Spectrum Planning & Advisory Services’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Spectrum Planning & Advisory Services’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 		$2.45M Buy
+49,089
New +$2.45M 1.04% 31

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Sterling Group Wealth Management
Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Spectrum Planning & Advisory Services's TBIL Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2026: 49,089 shares worth $2.45M. The stake represents 1.04% of the portfolio and ranks #31 among its holdings.

176 funds tracked by Wall St. Rank hold TBIL as of Q3 2026.

  • Spectrum Planning & Advisory Services held 49,089 shares of F/m US Treasury 3 Month Bill Fund worth $2.45M as of Q3 2026.
  • F/m US Treasury 3 Month Bill Fund was a new Spectrum Planning & Advisory Services position in Q3 2026.
  • F/m US Treasury 3 Month Bill Fund made up 1.04% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #31 holding.
  • 176 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.