Robertson Stephens Wealth Management’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	12,853 +553	+4%	+$12.1K	0.01%	542
2026 Q1	$269K	Hold	12,300	–	–	0.01%	530
2025 Q4	$271K	Buy	+12,300	New	+$272K	0.01%	539

Other funds holding IBDV

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

Robertson Stephens Wealth Management increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 4.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 12,853 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #542.

Robertson Stephens Wealth Management first reported a position in IBDV in Q4 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Robertson Stephens Wealth Management held 12,853 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $280K as of Q2 2026.
Robertson Stephens Wealth Management bought 553 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $12.1K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #542 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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