First Western Trust Bank’s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF RBIL Stock Holding History

First Western Trust Bank’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	-4,280	Closed	-$213K	–	214
2025 Q4	$213K	Sell	4,280 -1,160	-21%	-$57.9K	0.01%	185
2025 Q3	$272K	Hold	5,440	–	–	0.01%	164
2025 Q2	$272K	Sell	5,440 -200	-4%	-$10.1K	0.01%	165
2025 Q1	$284K	Buy	+5,640	New	+$283K	0.01%	153

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Western Trust Bank's RBIL Position: Q1 2026 in Review

First Western Trust Bank sold out of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q1 2026, closing a stake of 4,280 shares — an estimated $213K sold.

First Western Trust Bank first reported a position in RBIL in Q1 2025 and held it in 4 quarters. The position peaked at $284K in Q1 2025. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

First Western Trust Bank reported no remaining F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position as of Q1 2026 after selling out during the quarter.
First Western Trust Bank sold 4,280 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $213K.
First Western Trust Bank first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q1 2025 and held it in 4 quarters.
First Western Trust Bank's F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $284K in Q1 2025.
23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.