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RBB shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $901k 18k 50.04
2024-06-30 $650k 13k 50.02
2024-03-31 $1.4M 28k 50.03

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)

View all positions for MBL Wealth

Top funds holding RBB

LPL Financial
Renaissance Technologies
Oxbow Advisors
Stifel Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Mml Investors Services
Private Advisor
Cetera Investment Advisers
Revolve Wealth Partners
Central Trust & Investment
UBS Group
Strait & Sound Wealth Management

View all funds holding RBB