Robertson Stephens Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $546K | Buy |
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2024
Q3 | $500K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $296K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $299K | Buy |
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