RSWM
IBDP
Robertson Stephens Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | -$781K | – | 647 |
|
|
2024
Q3 | – | Hold |
0
| – | -$828K | – | 321 |
|
|
2024
Q2 | – | Hold |
0
| – | -$4.34M | – | 251 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3.69M | – | 76 |
|
|
2023
Q4 | – | Hold |
0
| – | -$2.97M | – | 81 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.7M | – | 105 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.66M | – | 110 |
|
|
2023
Q1 | – | Hold |
0
| – | -$1.86M | – | 104 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 111 |
|