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

Wallace Advisory Group’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
2025 Q4	–	Sell	-5,973	Closed	-$299K	–	177
2025 Q3	$299K	Sell	5,973 -585	-9%	-$29.3K	0.24%	126
2025 Q2	$331K	Buy	+6,558	New	+$330K	0.24%	122

Other funds holding RBIL

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Wallace Advisory Group's RBIL Position: Q4 2025 in Review

Wallace Advisory Group sold out of F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) in Q4 2025, closing a stake of 5,973 shares — an estimated $299K sold.

Wallace Advisory Group first reported a position in RBIL in Q2 2025 and held it in 2 quarters. The position peaked at $331K in Q2 2025. 22 funds tracked by Wall St. Rank hold RBIL as of Q4 2025.

Wallace Advisory Group reported no remaining F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position as of Q4 2025 after selling out during the quarter.
Wallace Advisory Group sold 5,973 F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF shares in Q4 2025, an estimated $299K.
Wallace Advisory Group first reported a position in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF in Q2 2025 and held it in 2 quarters.
Wallace Advisory Group's F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF position peaked at $331K in Q2 2025.
22 funds tracked by Wall St. Rank held F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.