SPIA
RBIL

Steward Partners Investment Advisory’s F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF RBIL Stock Holding History

Steward Partners Investment Advisory’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 		$866K Buy
17,291
+552
+3% +$27.5K ﹤0.01% 1243
2025
Q4 		$831K Sell
16,739
-3,414
-17% -$170K ﹤0.01% 1161
2025
Q3 		$1.01M Buy
20,153
+19,155
+1,919% +$960K 0.01% 1046
2025
Q2 		$50K Buy
+998
New +$50.2K ﹤0.01% 2482

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's RBIL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) stake by 3.3% in Q1 2026, buying an estimated $27.5K and bringing the position to 17,291 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Steward Partners Investment Advisory first reported a position in RBIL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 23 funds tracked by Wall St. Rank hold RBIL as of Q1 2026.

  • Steward Partners Investment Advisory held 17,291 shares of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF worth $866K as of Q1 2026.
  • Steward Partners Investment Advisory bought 552 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q1 2026, an estimated $27.5K.
  • F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1243 holding.
  • Steward Partners Investment Advisory first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $1.01M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.