TBIL — RBB FD INC

Ownership history in Clarus Group, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Clarus Group, Inc. reported a position in RBB FD INC (TBIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.61% (2025 Q1)
Avg. % of fund
0.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 29,076 — 0% 0.52% $1.5M $49.58
2025 Q3 UNCHANGED 29,076 — 0% 0.51% $1.5M $49.08
2025 Q2 REDUCED 29,076 -2,578 -8.1% 0.53% $1.5M $48.55
2025 Q1 ADDED 31,654 +5,638 +21.7% 0.61% $1.6M $48.06
2024 Q4 ADDED 26,016 +21,016 +420.3% 0.46% $1.3M $47.58
2024 Q3 INITIATED 5,000 — — 0.11% $250K $47.04
% of Fund (quarterly)    TBIL price (monthly, adj. close)

Other funds also holding TBIL

As of 2025 Q4 — sorted by position size

TOTAL INVESTMENT MANAGEMENT INC 3Y 7Y 6.35% Sterling Group Wealth Management, LLC 3Y 5.52% KW WEALTH MANAGEMENT LLC 4.33% Pinnacle Wealth Management Group, Inc. 3Y 4.19% Strait & Sound Wealth Management LLC 3Y 4.11% Obermeyer Wealth Partners 3Y 7Y 3.03% Divergent Planning, LLC 3Y 2.9% Proactive Wealth Strategies LLC 2.86% Revolve Wealth Partners, LLC 3Y 2.85% Crew Capital Management, Ltd 3Y 2.1%
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