WT Wealth Management »

RBB shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by WT Wealth Management 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 4.9k 50.00
2025-06-30 $889k 18k 50.00
2024-12-31 $214k 4.3k 49.86

More positions owned by WT Wealth Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Semiconductr Etf (SMH)
Amazon (AMZN)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Select Sector Spdr Tr Financial (XLF)

View all positions for WT 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