Purchases and Sales Made in Q4 2025 in Rbb Fd Inc Us Treas 12 Month B (OBIL)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 12 Month B (OBIL) during Q4 2025. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 12 MONTH B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
36.4K+ 49.41% |
N/A
|
110K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.78KNew |
N/A
|
4.78K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.15K+ 1.59% |
N/A
|
138K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.22K+ 13.5% |
N/A
|
10.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
315+ 1.95% |
N/A
|
16.5K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
262+ 0.77% |
N/A
|
34.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-71- 0.52% |
N/A
|
13.7K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 3.41% |
N/A
|
36.5K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 7.85% |
N/A
|
17.6K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.12K- 8.57% |
N/A
|
22.6K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.2K- 37.93% |
N/A
|
3.6K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-2.64K- 3.79% |
N/A
|
66.9K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.03K- 30.68% |
N/A
|
6.84K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.03K- 37.7% |
N/A
|
8.31K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.23K- 29.59% |
N/A
|
19.6K
$0
|
|