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
2026 Q2	$12.9M	Sell	555,787 -6,359	-1%	-$147K	0.32%	59
2026 Q1	$13.1M	Buy	562,146 +48,498	+9%	+$1.13M	0.37%	52
2025 Q4	$12M	Buy	513,648 +44,829	+10%	+$1.05M	0.31%	63
2025 Q3	$11M	Buy	468,819 +33,146	+8%	+$774K	0.33%	56
2025 Q2	$10.2M	Buy	435,673 +76,327	+21%	+$1.76M	0.32%	62
2025 Q1	$8.31M	Buy	359,346 +22,172	+7%	+$508K	0.29%	67
2024 Q4	$7.69M	Buy	337,174 +63,827	+23%	+$1.47M	0.27%	76
2024 Q3	$6.43M	Buy	273,347 +20,126	+8%	+$466K	0.23%	92
2024 Q2	$5.74M	Buy	253,221 +232,934	+1,148%	+$5.25M	0.29%	64
2024 Q1	$463K	Buy	20,287 +6,533	+47%	+$149K	0.02%	352
2023 Q4	$317K	Buy	13,754 +2,254	+20%	+$50K	0.02%	373
2023 Q3	$252K	Hold	11,500	–	–	0.02%	397
2023 Q2	$258K	Buy	+11,500	New	+$261K	0.02%	370

Other funds holding IBDU

CAI

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

HPC

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 1.1% in Q2 2026, selling an estimated $147K and leaving 555,787 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #59.

Robertson Stephens Wealth Management first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.1M in Q1 2026. 188 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

Robertson Stephens Wealth Management held 555,787 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $12.9M as of Q2 2026.
Robertson Stephens Wealth Management sold 6,359 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $147K.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.32% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #59 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $13.1M in Q1 2026.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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