Bank of Montreal’s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF RBIL Stock Holding History

Bank of Montreal’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
2026 Q1	–	Sell	-1,950	Closed	-$96.8K	–	4083
2025 Q4	$96.8K	Sell	1,950 -28	-1%	-$1.4K	﹤0.01%	3060
2025 Q3	$99K	Buy	+1,978	New	+$99.1K	﹤0.01%	2972
2025 Q2	–	Sell	-4,031	Closed	-$203K	–	3800
2025 Q1	$203K	Buy	+4,031	New	+$202K	﹤0.01%	2728

Other funds holding RBIL

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.97B AUM 30.33% 1-Year Est. Return

EIA

Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 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 $183M AUM 37.3% 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

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

Bank of Montreal's RBIL Position: Q1 2026 in Review

Bank of Montreal sold out of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q1 2026, closing a stake of 1,950 shares — an estimated $96.8K sold.

Bank of Montreal first reported a position in RBIL in Q1 2025 and held it in 3 quarters. The position peaked at $203K in Q1 2025. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

Bank of Montreal reported no remaining F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 1,950 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $96.8K.
Bank of Montreal first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q1 2025 and held it in 3 quarters.
Bank of Montreal's F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $203K in Q1 2025.
23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.