BWM
RBIL

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
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

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
EIA
Emerald Investment Advisers Leola, Pennsylvania $1.11B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackDiamond Wealth Management's RBIL Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 690% in Q1 2026, buying an estimated $1.52M and bringing the position to 34,963 shares worth $1.75M. The position accounts for 0.84% of the portfolio, ranked #35.

BlackDiamond Wealth Management first reported a position in RBIL in Q1 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

  • BlackDiamond Wealth Management held 34,963 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $1.75M as of Q1 2026.
  • BlackDiamond Wealth Management bought 30,540 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $1.52M.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up 0.84% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #35 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 4 quarters since.
  • 23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.