Legacy CG
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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
Q3 		$11.1M Buy
221,410
+148,468
+204% +$7.42M 2.79% 13
2026
Q2 		$3.64M Buy
+72,942
New +$3.65M 0.93% 39

Other funds holding RBIL

3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Crew Capital Management
Crew Capital Management Cincinnati, Ohio $190M AUM 29.9% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
BluePath Capital Management
BluePath Capital Management Atlanta, Georgia $192M AUM 26.04% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Legacy CG's RBIL Position: Q3 2026 in Review

Legacy CG increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 204% in Q3 2026, buying an estimated $7.42M and bringing the position to 221,410 shares worth $11.1M. The position accounts for 2.79% of the portfolio, ranked #13.

Legacy CG first reported a position in RBIL in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold RBIL as of Q3 2026.

  • Legacy CG held 221,410 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $11.1M as of Q3 2026.
  • Legacy CG bought 148,468 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q3 2026, an estimated $7.42M.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up 2.79% of Legacy CG's portfolio in Q3 2026, its #13 holding.
  • Legacy CG first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q3 2026.

Based on Legacy CG's 13F filing for Q3 2026, filed 30 Oct 2026.