WP
TBIL

WealthPLAN Partners’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-3,412
Closed -$171K – 1069
2023
Q2 		$171K Buy
3,412
+13
+0.4% +$650 0.02% 316
2023
Q1 		$170K Buy
+3,399
New +$170K 0.02% 337

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ARS
Adirondack Retirement Specialists Queensbury, New York $129M AUM 19.73% 1-Year Est. Return

WealthPLAN Partners's TBIL Position: Q3 2023 in Review

WealthPLAN Partners sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q3 2023, closing a stake of 3,412 shares — an estimated $171K sold.

WealthPLAN Partners first reported a position in TBIL in Q1 2023 and held it in 2 quarters. The position peaked at $171K in Q2 2023. 137 funds tracked by Wall St. Rank hold TBIL as of Q3 2023.

  • WealthPLAN Partners reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 3,412 F/m US Treasury 3 Month Bill Fund shares in Q3 2023, an estimated $171K.
  • WealthPLAN Partners first reported a position in F/m US Treasury 3 Month Bill Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's F/m US Treasury 3 Month Bill Fund position peaked at $171K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.