Robertson Stephens Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,512
| Closed | -$324K | – | 563 |
|
|
2025
Q1 | $324K | Sell |
14,512
-28,098
| -66% | -$627K | 0.01% | 437 |
|
|
2024
Q4 | $948K | Sell |
42,610
-2,298
| -5% | -$51.1K | 0.03% | 262 |
|
|
2024
Q3 | $1.01M | Sell |
44,908
-7,310
| -14% | -$165K | 0.04% | 277 |
|
|
2024
Q2 | $1.15M | Sell |
52,218
-25,742
| -33% | -$567K | 0.06% | 206 |
|
|
2024
Q1 | $1.74M | Buy |
77,960
+9,519
| +14% | +$212K | 0.09% | 170 |
|
|
2023
Q4 | $1.52M | Buy |
68,441
+9,710
| +17% | +$216K | 0.09% | 169 |
|
|
2023
Q3 | $1.26M | Buy |
58,731
+6,206
| +12% | +$134K | 0.09% | 183 |
|
|
2023
Q2 | $1.15M | Hold |
52,525
| – | – | 0.08% | 179 |
|
|
2023
Q1 | $1.15M | Buy |
+52,525
| New | +$1.15M | 0.09% | 187 |
|