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RBB shares owned by Claris Financial

Quarter-by-quarter ownership of RBB (TBIL) shares owned by Claris Financial from 13F filings

Historical chart of Claris Financial investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Claris Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3M 45k 49.99
2025-03-31 $1.6M 32k 49.86
2024-12-31 $1.6M 32k 49.86

More positions owned by Claris Financial

First Trust Value Dividend Index Etf Uit Exchange Traded (FVD)
Ishares Msci Usa Momntumfct Etf Uit Exchange Traded (MTUM)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
First Trust Capital Strength Etf Uit Exchange Traded (FTCS)
Vanguard Value Etf Uit Exchange Traded (VTV)
Invesco Short Term Treasury Etf Uit Exchange Traded (TBLL)
First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

Top funds holding RBB

LPL Financial
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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