IWC
RBIL

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

Integrated Wealth Concepts’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 		$376K Buy
7,500
+197
+3% +$9.81K ﹤0.01% 1722
2025
Q4 		$363K Buy
+7,303
New +$365K ﹤0.01% 1243

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
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
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

Integrated Wealth Concepts's RBIL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 2.7% in Q1 2026, buying an estimated $9.81K and bringing the position to 7,500 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Integrated Wealth Concepts first reported a position in RBIL in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

  • Integrated Wealth Concepts held 7,500 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $376K as of Q1 2026.
  • Integrated Wealth Concepts bought 197 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $9.81K.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1722 holding.
  • Integrated Wealth Concepts first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q4 2025 and has held it in 2 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 Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.