TrueWealth Advisors »

RBB shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $617k 12k 50.00
2025-06-30 $832k 17k 49.99
2025-03-31 $959k 19k 50.01
2024-12-31 $929k 19k 49.86
2024-09-30 $1.1M 23k 50.04

More positions owned by TrueWealth Advisors

Tidal Trust I Fundstrat Granny (GRNY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Servisfirst Bancshares (SFBS)

View all positions for TrueWealth Advisors

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