Fermata Advisors’s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF RBIL Stock Holding History

Fermata Advisors’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	$1.15M	Buy	22,994 +865	+4%	+$43.2K	0.22%	104
2026 Q2	$1.1M	Buy	+22,129	New	+$1.11M	0.22%	98

Other funds holding RBIL

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Fermata Advisors's RBIL Position: Q3 2026 in Review

Fermata Advisors increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 3.9% in Q3 2026, buying an estimated $43.2K and bringing the position to 22,994 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #104.

Fermata Advisors first reported a position in RBIL in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold RBIL as of Q3 2026.

Fermata Advisors held 22,994 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $1.15M as of Q3 2026.
Fermata Advisors bought 865 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q3 2026, an estimated $43.2K.
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up 0.22% of Fermata Advisors's portfolio in Q3 2026, its #104 holding.
Fermata Advisors first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.