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RBB shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 293k 50.00
2025-06-30 $13M 260k 50.00
2025-03-31 $12M 230k 50.01
2024-12-31 $11M 211k 49.86

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Palantir Technologies Common Stock (PLTR)
Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth Advisors

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