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
Q2 		$556K Buy
11,152
+3,652
+49% +$183K ﹤0.01% 1594
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 $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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's RBIL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 49% in Q2 2026, buying an estimated $183K and bringing the position to 11,152 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Integrated Wealth Concepts first reported a position in RBIL in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold RBIL as of Q2 2026.

  • Integrated Wealth Concepts held 11,152 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $556K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,652 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q2 2026, an estimated $183K.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1594 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 3 quarters since.
  • 36 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.