RSWM
Robertson Stephens Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 562 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 493 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 423 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 384 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 320 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 260 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 264 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 262 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 244 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 270 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 237 |
|