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RBB shares owned by Marshall & Sterling Wealth Advisors

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

Historical chart of Marshall & Sterling Wealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 35k 49.86

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding RBB

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Stifel Financial
HighTower Advisors
Obermeyer Asset Management
Independent Advisor Alliance
Private Advisor
Benjamin Edwards
F/M Investments
Stratos Wealth Partners
Journey Strategic Wealth
Commonwealth Equity Services
Equitable Holdings

View all funds holding RBB