Mutual Advisors »

RBB shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Mutual Advisors 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 35k 49.86
2023-09-30 $284k 5.7k 50.07
2023-06-30 $211k 4.2k 50.10

More positions owned by Mutual Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Commerce Bancshares (CBSH)
Select Sector Spdr Tr Technology (XLK)

View all positions for Mutual Advisors

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