Mattern Wealth Management »

RBB shares owned by Mattern Wealth Management

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

Historical chart of Mattern Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in RBB by Mattern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $534k 11k 49.88

More positions owned by Mattern Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Mattern Wealth Management

Top funds holding RBB

LPL Financial
Raymond James Financial
Stifel Financial
Wells Fargo & Company
Wealth Enhancement Advisory Services
Obermeyer Asset Management
Mml Investors Services
Journey Strategic Wealth
Mariner Wealth Advisors
Benjamin Edwards
Total Investment Management
Envestnet Asset Management
Commonwealth Equity Services
Private Advisor
F/M Investments

View all funds holding RBB