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RBB shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in RBB by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 181k 50.00
2025-06-30 $1.2M 24k 49.99

More positions owned by Sterling Group Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
RBB Us Trsry 6 Mnth (XBIL)
Lpl Financial Holdings (LPLA)

View all positions for Sterling Group Wealth Management

Top funds holding RBB

LPL Financial
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB