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RBB shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $183k 3.7k 50.00
2025-06-30 $333k 6.7k 50.00
2025-03-31 $66k 1.3k 50.01
2024-12-31 $309k 6.2k 49.86
2024-09-30 $606k 12k 50.04

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Goldman Sachs Physical Gold Etf Etf (AAAU)
Jpmorgan Chase & Co Stock (JPM)

View all positions for GoalVest Advisory

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