Robertson Stephens Wealth Management’s iShares iBonds 2026 Term High Yield and Income ETF IBHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
21,610
+6,213
| +40% | +$144K | 0.02% | 361 |
|
|
2025
Q1 | $358K | Sell |
15,397
-7,521
| -33% | -$175K | 0.01% | 416 |
|
|
2024
Q4 | $531K | Sell |
22,918
-19,727
| -46% | -$457K | 0.02% | 345 |
|
|
2024
Q3 | $998K | Sell |
42,645
-4,277
| -9% | -$100K | 0.04% | 283 |
|
|
2024
Q2 | $1.07M | Sell |
46,922
-70,065
| -60% | -$1.61M | 0.05% | 218 |
|
|
2024
Q1 | $2.7M | Buy |
116,987
+6,667
| +6% | +$154K | 0.14% | 120 |
|
|
2023
Q4 | $2.53M | Sell |
110,320
-6,908
| -6% | -$158K | 0.15% | 121 |
|
|
2023
Q3 | $2.64M | Sell |
117,228
-72,260
| -38% | -$1.63M | 0.18% | 119 |
|
|
2023
Q2 | $4.31M | Sell |
189,488
-18,972
| -9% | -$432K | 0.31% | 72 |
|
|
2023
Q1 | $4.75M | Sell |
208,460
-27,641
| -12% | -$630K | 0.37% | 58 |
|
|
2022
Q4 | $5.28M | Buy |
+236,101
| New | +$5.28M | 0.51% | 45 |
|