49 Wealth Management »

RBB shares owned by 49 Wealth Management

Quarter-by-quarter ownership of RBB (TBIL) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 137k 50.00
2025-06-30 $11M 222k 50.00
2025-03-31 $13M 267k 50.01
2024-12-31 $14M 284k 49.86
2024-09-30 $7.3M 145k 50.04
2024-06-30 $6.2M 124k 49.81

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB