LC
RBIL

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

Legacy CG’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 		$3.64M Buy
+72,942
New +$3.65M 0.93% 39

Other funds holding RBIL

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Fortune Financial Advisors Overland Park, Kansas $234M AUM 31.1% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Legacy CG's RBIL Position: Q2 2026 in Review

Legacy CG opened a new position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q2 2026: 72,942 shares worth $3.64M. The stake represents 0.93% of the portfolio and ranks #39 among its holdings.

13 funds tracked by Wall St. Rank hold RBIL as of Q2 2026.

  • Legacy CG held 72,942 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $3.64M as of Q2 2026.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF was a new Legacy CG position in Q2 2026.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up 0.93% of Legacy CG's portfolio in Q2 2026, its #39 holding.
  • 13 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.