RSWM
IBDS icon

Robertson Stephens Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 499
2024
Q4 		– Hold
0
– – – 426
2024
Q3 		– Hold
0
– – – 385
2024
Q2 		– Hold
0
– – – 321
2024
Q1 		– Hold
0
– – – 262
2023
Q4 		– Hold
0
– – – 265
2023
Q3 		– Hold
0
– – – 262
2023
Q2 		– Hold
0
– – – 245
2023
Q1 		– Hold
0
– – – 270
2022
Q4 		– Hold
0
– – – 238

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return