Alliance Wealth Advisors (Utah)’s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF RBIL Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio RBIL Stock Details RBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,077	Closed	-$1.06M	–	302
2025 Q3	$1.06M	Buy	21,077 +517	+3%	+$25.9K	0.25%	109
2025 Q2	$1.03M	Buy	20,560 +1,069	+5%	+$53.7K	0.25%	95
2025 Q1	$982K	Buy	+19,491	New	+$978K	0.26%	98

Other funds holding RBIL

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RBIL Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q4 2025, closing a stake of 21,077 shares — an estimated $1.06M sold.

Alliance Wealth Advisors (Utah) first reported a position in RBIL in Q1 2025 and held it in 3 quarters. The position peaked at $1.06M in Q3 2025. 22 funds tracked by Wall St. Rank hold RBIL as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 21,077 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q4 2025, an estimated $1.06M.
Alliance Wealth Advisors (Utah) first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q1 2025 and held it in 3 quarters.
Alliance Wealth Advisors (Utah)'s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $1.06M in Q3 2025.
22 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.