RSWM
IBHE

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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22,275
Closed -$501K – 450
2022
Q4 		$501K Buy
+22,275
New +$502K 0.05% 263

Other funds holding IBHE

RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHE Position: Q1 2023 in Review

Robertson Stephens Wealth Management sold out of iShares iBonds 2025 Term High Yield and Income ETF (IBHE) in Q1 2023, closing a stake of 22,275 shares — an estimated $501K sold.

Robertson Stephens Wealth Management first reported a position in IBHE in Q4 2022 and held it in 1 quarter. The position peaked at $501K in Q4 2022. 56 funds tracked by Wall St. Rank hold IBHE as of Q1 2023.

  • Robertson Stephens Wealth Management reported no remaining iShares iBonds 2025 Term High Yield and Income ETF position as of Q1 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 22,275 iShares iBonds 2025 Term High Yield and Income ETF shares in Q1 2023, an estimated $501K.
  • Robertson Stephens Wealth Management first reported a position in iShares iBonds 2025 Term High Yield and Income ETF in Q4 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's iShares iBonds 2025 Term High Yield and Income ETF position peaked at $501K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held iShares iBonds 2025 Term High Yield and Income ETF as of Q1 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.