WDC
TBIL

Woodward Diversified Capital’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Woodward Diversified Capital’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
Q4 		– Sell
-5,710
Closed -$286K – 172
2023
Q3 		$286K Buy
+5,710
New +$285K 0.21% 114

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GF
Gries Financial Cleveland, Ohio $633M AUM 13.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Woodward Diversified Capital's TBIL Position: Q4 2023 in Review

Woodward Diversified Capital sold out of F/m US Treasury 3 Month Bill Fund (TBIL) in Q4 2023, closing a stake of 5,710 shares — an estimated $286K sold.

Woodward Diversified Capital first reported a position in TBIL in Q3 2023 and held it in 1 quarter. The position peaked at $286K in Q3 2023. 154 funds tracked by Wall St. Rank hold TBIL as of Q4 2023.

  • Woodward Diversified Capital reported no remaining F/m US Treasury 3 Month Bill Fund position as of Q4 2023 after selling out during the quarter.
  • Woodward Diversified Capital sold 5,710 F/m US Treasury 3 Month Bill Fund shares in Q4 2023, an estimated $286K.
  • Woodward Diversified Capital first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2023 and held it in 1 quarter.
  • Woodward Diversified Capital's F/m US Treasury 3 Month Bill Fund position peaked at $286K in Q3 2023.
  • 154 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q4 2023.

Based on Woodward Diversified Capital's 13F filing for Q4 2023, filed 14 Feb 2024.