MBL Wealth »

RBB shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by MBL Wealth 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 MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 28k 50.03

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding RBB

LPL Financial
Morgan Stanley
Stifel Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
Gries Financial
Cetera Investment Advisers
Revolve Wealth Partners
Commonwealth Equity Services
Putnam Fl Investment Management
Lido Advisors
Private Advisor
National Asset Management
Wealthquest
HighTower Advisors

View all funds holding RBB