Lido Advisors
RBIL

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

Lido Advisors’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 		$540K Sell
10,775
-13,634
-56% -$679K ﹤0.01% 1261
2025
Q4 		$1.22M Hold
24,409
– – ﹤0.01% 919
2025
Q3 		$1.22M Sell
24,409
-3,615
-13% -$181K ﹤0.01% 870
2025
Q2 		$1.4M Sell
28,024
-4,068
-13% -$204K 0.01% 711
2025
Q1 		$1.62M Buy
+32,092
New +$1.61M 0.01% 597

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

Lido Advisors's RBIL Position: Q1 2026 in Review

Lido Advisors reduced its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 56% in Q1 2026, selling an estimated $679K and leaving 10,775 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Lido Advisors first reported a position in RBIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q1 2025. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

  • Lido Advisors held 10,775 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $540K as of Q1 2026.
  • Lido Advisors sold 13,634 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $679K.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1261 holding.
  • Lido Advisors first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q1 2025 and has held it in 5 quarters since.
  • Lido Advisors's F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $1.62M in Q1 2025.
  • 23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.