RSWM
Robertson Stephens Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
9,806
-7,229
| -42% | -$184K | 0.01% | 486 |
|
|
2025
Q1 | $430K | Sell |
17,035
-4,896
| -22% | -$124K | 0.01% | 384 |
|
|
2024
Q4 | $546K | Buy |
21,931
+2,360
| +12% | +$58.8K | 0.02% | 342 |
|
|
2024
Q3 | $500K | Buy |
19,571
+87
| +0.4% | +$2.22K | 0.02% | 412 |
|
|
2024
Q2 | $483K | Sell |
19,484
-1,020
| -5% | -$25.3K | 0.02% | 337 |
|
|
2024
Q1 | $511K | Buy |
20,504
+6,200
| +43% | +$154K | 0.03% | 336 |
|
|
2023
Q4 | $359K | Buy |
14,304
+2,004
| +16% | +$50.3K | 0.02% | 353 |
|
|
2023
Q3 | $296K | Hold |
12,300
| – | – | 0.02% | 379 |
|
|
2023
Q2 | $301K | Hold |
12,300
| – | – | 0.02% | 351 |
|
|
2023
Q1 | $307K | Hold |
12,300
| – | – | 0.02% | 360 |
|
|
2022
Q4 | $299K | Buy |
+12,300
| New | +$299K | 0.03% | 330 |
|