Robertson Stephens Wealth Management’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$324K	Sell
2024 Q4	$948K	Sell
2024 Q3	$1.01M	Sell
2024 Q2	$1.15M	Sell
2024 Q1	$1.74M	Buy
2023 Q4	$1.52M	Buy
2023 Q3	$1.26M	Buy
2023 Q2	$1.15M	Hold
2023 Q1	$1.15M	Buy