RSWM
Robertson Stephens Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
435,673
+76,327
| +21% | +$1.78M | 0.32% | 60 |
|
|
2025
Q1 | $8.31M | Buy |
359,346
+22,172
| +7% | +$513K | 0.29% | 65 |
|
|
2024
Q4 | $7.69M | Buy |
337,174
+63,827
| +23% | +$1.46M | 0.27% | 75 |
|
|
2024
Q3 | $6.43M | Buy |
273,347
+20,126
| +8% | +$473K | 0.23% | 91 |
|
|
2024
Q2 | $5.74M | Buy |
253,221
+232,934
| +1,148% | +$5.28M | 0.29% | 63 |
|
|
2024
Q1 | $463K | Buy |
20,287
+6,533
| +47% | +$149K | 0.02% | 350 |
|
|
2023
Q4 | $317K | Buy |
13,754
+2,254
| +20% | +$52K | 0.02% | 372 |
|
|
2023
Q3 | $252K | Hold |
11,500
| – | – | 0.02% | 397 |
|
|
2023
Q2 | $258K | Buy |
+11,500
| New | +$258K | 0.02% | 369 |
|