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RBB shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 22k 50.00
2025-03-31 $1.1M 22k 50.01
2024-12-31 $1.1M 22k 49.86
2024-09-30 $1.3M 25k 50.04
2024-06-30 $1.3M 26k 50.02
2024-03-31 $1.2M 24k 50.03
2023-12-31 $925k 19k 49.86

More positions owned by BlueChip Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)

View all positions for BlueChip Wealth Advisors

Top funds holding RBB

LPL Financial
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
Mirae Asset Global Investments

View all funds holding RBB