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Robertson Stephens Wealth Management’s iShares iBonds 2025 Term High Yield and Income ETF IBHE Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBHE Stock Details IBHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,275
Closed -$501K – 449
2022
Q4 		$501K Buy
+22,275
New +$501K 0.05% 262