RF
BILT

Rossby Financial’s iShares Infrastructure Active ETF BILT Stock Holding History

Rossby Financial’s Portfolio BILT Stock Details BILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3K Buy
2,009
+586
+41% +$17K 0.01% 666
2026
Q1 		$41K Buy
1,423
+210
+17% +$5.86K 0.01% 800
2025
Q4 		$31.4K Hold
1,213
– – 0.01% 631
2025
Q3 		$31.4K Buy
+1,213
New +$30.9K 0.01% 621

Other funds holding BILT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Rossby Financial's BILT Position: Q2 2026 in Review

Rossby Financial increased its iShares Infrastructure Active ETF (BILT) stake by 41% in Q2 2026, buying an estimated $17K and bringing the position to 2,009 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #666.

Rossby Financial first reported a position in BILT in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

  • Rossby Financial held 2,009 shares of iShares Infrastructure Active ETF worth $56.3K as of Q2 2026.
  • Rossby Financial bought 586 iShares Infrastructure Active ETF shares in Q2 2026, an estimated $17K.
  • iShares Infrastructure Active ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #666 holding.
  • Rossby Financial first reported a position in iShares Infrastructure Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.