Robertson Stephens Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.2M	Buy
2025 Q1	$8.31M	Buy
2024 Q4	$7.69M	Buy
2024 Q3	$6.43M	Buy
2024 Q2	$5.74M	Buy
2024 Q1	$463K	Buy
2023 Q4	$317K	Buy
2023 Q3	$252K	Hold
2023 Q2	$258K	Buy