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RBB shares owned by Financial Guidance Group

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

Historical chart of Financial Guidance Group investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Financial Guidance Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $499k 10k 49.86
2023-09-30 $501k 10k 50.07

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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Select Sector Spdr Tr Energy (XLE)
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Financial Guidance Group

Top funds holding RBB

Stifel Financial
HighTower Advisors
Wealth Enhancement Advisory Services
Wealthquest
Revolve Wealth Partners
Putnam Fl Investment Management
Lido Advisors
Private Advisor
Janney Montgomery Scott
Commonwealth Equity Services
Benjamin F. Edwards & Company
Cambridge Investment Research Advisors
Global Assets Advisory
Oxbow Advisors
Moloney Securities Asset Management

View all funds holding RBB