RSWM
Robertson Stephens Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 560 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 473 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 523 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 308 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 298 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 311 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 313 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 283 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 307 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 281 |
|