Robertson Stephens Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Hold	9,515	–	–	0.01%	577
2026 Q1	$241K	Buy	9,515 +1	+0%	+$25	0.01%	554
2025 Q4	$242K	Sell	9,514 -291	-3%	-$7.41K	0.01%	559
2025 Q3	$250K	Sell	9,805 -1	-0%	-$25	0.01%	480
2025 Q2	$249K	Sell	9,806 -7,229	-42%	-$182K	0.01%	490
2025 Q1	$430K	Sell	17,035 -4,896	-22%	-$123K	0.01%	390
2024 Q4	$546K	Buy	21,931 +2,360	+12%	+$59.3K	0.02%	345
2024 Q3	$500K	Buy	19,571 +87	+0.4%	+$2.19K	0.02%	414
2024 Q2	$483K	Sell	19,484 -1,020	-5%	-$25.1K	0.02%	340
2024 Q1	$511K	Buy	20,504 +6,200	+43%	+$154K	0.03%	338
2023 Q4	$359K	Buy	14,304 +2,004	+16%	+$48.7K	0.02%	354
2023 Q3	$296K	Hold	12,300	–	–	0.02%	379
2023 Q2	$301K	Hold	12,300	–	–	0.02%	352
2023 Q1	$307K	Hold	12,300	–	–	0.02%	360
2022 Q4	$299K	Buy	+12,300	New	+$296K	0.03%	332

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Robertson Stephens Wealth Management's IBDT Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) position steady in Q2 2026 at 9,515 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #577.

Robertson Stephens Wealth Management first reported a position in IBDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $546K in Q4 2024. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Robertson Stephens Wealth Management held 9,515 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $240K as of Q2 2026.
Robertson Stephens Wealth Management left its iShares iBonds Dec 2028 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #577 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Robertson Stephens Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $546K in Q4 2024.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.