Bartlett & Co Wealth Management
RDFI icon

Bartlett & Co Wealth Management’s Rareview Dynamic Fixed Income ETF RDFI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio RDFI Stock Details RDFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed -$238 – 1267
2025
Q2 		$238 Sell
10
-59
-86% -$1.36K ﹤0.01% 1191
2025
Q1 		$1.63K Buy
+69
New +$1.64K ﹤0.01% 1080

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Bartlett & Co Wealth Management's RDFI Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Rareview Dynamic Fixed Income ETF (RDFI) in Q3 2025, closing a stake of 10 shares — an estimated $238 sold.

Bartlett & Co Wealth Management first reported a position in RDFI in Q1 2025 and held it in 2 quarters. The position peaked at $1.63K in Q1 2025. 12 funds tracked by Wall St. Rank hold RDFI as of Q3 2025.

  • Bartlett & Co Wealth Management reported no remaining Rareview Dynamic Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 10 Rareview Dynamic Fixed Income ETF shares in Q3 2025, an estimated $238.
  • Bartlett & Co Wealth Management first reported a position in Rareview Dynamic Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Rareview Dynamic Fixed Income ETF position peaked at $1.63K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Rareview Dynamic Fixed Income ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.