Carson Wealth (CWM LLC)
RBIL

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

Carson Wealth (CWM LLC)’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
-520
Closed -$26K – 5838
2025
Q4 		$26K Hold
520
– – ﹤0.01% 4029
2025
Q3 		$26K Hold
520
– – ﹤0.01% 3973
2025
Q2 		$26K Buy
+520
New +$26.1K ﹤0.01% 3762

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 $1.5B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RBIL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q1 2026, closing a stake of 520 shares — an estimated $26K sold.

Carson Wealth (CWM LLC) first reported a position in RBIL in Q2 2025 and held it in 3 quarters. The position peaked at $26K in Q4 2025. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 520 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $26K.
  • Carson Wealth (CWM LLC) first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q2 2025 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $26K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.