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

BlackDiamond Wealth Management’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 Q3	$3.42M	Buy	68,611 +6,045	+10%	+$302K	1.32%	16
2026 Q2	$3.13M	Buy	62,566 +27,603	+79%	+$1.38M	1.26%	15
2026 Q1	$1.75M	Buy	34,963 +30,540	+690%	+$1.52M	0.84%	35
2025 Q4	$220K	Buy	4,423 +82	+2%	+$4.09K	0.11%	185
2025 Q3	$217K	Buy	+4,341	New	+$218K	0.12%	159
2025 Q2	–	Sell	-3,990	Closed	-$201K	–	174
2025 Q1	$201K	Buy	+3,990	New	+$200K	0.14%	150

Other funds holding RBIL

Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return

Fortune Financial Advisors Overland Park, Kansas $232M AUM 24.73% 1-Year Est. Return

BlackDiamond Wealth Management's RBIL Position: Q3 2026 in Review

BlackDiamond Wealth Management increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 9.7% in Q3 2026, buying an estimated $302K and bringing the position to 68,611 shares worth $3.42M. The position accounts for 1.32% of the portfolio, ranked #16.

BlackDiamond Wealth Management first reported a position in RBIL in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold RBIL as of Q3 2026.

BlackDiamond Wealth Management held 68,611 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $3.42M as of Q3 2026.
BlackDiamond Wealth Management bought 6,045 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q3 2026, an estimated $302K.
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up 1.32% of BlackDiamond Wealth Management's portfolio in Q3 2026, its #16 holding.
BlackDiamond Wealth Management first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q3 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.