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RBB shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $834k 17k 49.88
2025-09-30 $597k 12k 50.00
2025-06-30 $100 2 50.00

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Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
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View all positions for Principia Wealth Advisory

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