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RBB shares owned by Madrona Financial Services

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

Historical chart of Madrona Financial Services investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Madrona Financial Services

Quarter filed Position value Share count Share price at filing
2023-06-30 $3.8M 76k 50.10
2023-03-31 $4.4M 88k 50.08
2022-12-31 $4.4M 89k 49.86

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Pacer Us Small (CALF)
Blackrock Etf Trust Us Eqt Factor (DYNF)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Pacer Fds Tr Developed Mrkt (ICOW)

View all positions for Madrona Financial Services

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