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Johnson Bixby & Associates’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Johnson Bixby & Associates’s Portfolio RLY Stock Details RLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.3M Buy
529,195
+36,758
+7% +$1.34M 2.04% 15
2026
Q1 		$17.8M Buy
492,437
+474,430
+2,635% +$16.4M 2.21% 13
2025
Q4 		$566K Buy
+18,007
New +$565K 0.07% 66

Other funds holding RLY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Johnson Bixby & Associates's RLY Position: Q2 2026 in Review

Johnson Bixby & Associates increased its State Street Multi-Asset Real Return ETF (RLY) stake by 7.5% in Q2 2026, buying an estimated $1.34M and bringing the position to 529,195 shares worth $18.3M. The position accounts for 2.04% of the portfolio, ranked #15.

Johnson Bixby & Associates first reported a position in RLY in Q4 2025 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold RLY as of Q2 2026.

  • Johnson Bixby & Associates held 529,195 shares of State Street Multi-Asset Real Return ETF worth $18.3M as of Q2 2026.
  • Johnson Bixby & Associates bought 36,758 State Street Multi-Asset Real Return ETF shares in Q2 2026, an estimated $1.34M.
  • State Street Multi-Asset Real Return ETF made up 2.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #15 holding.
  • Johnson Bixby & Associates first reported a position in State Street Multi-Asset Real Return ETF in Q4 2025 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.