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	-14,512	Closed	-$324K	–	571
2025 Q1	$324K	Sell	14,512 -28,098	-66%	-$629K	0.01%	443
2024 Q4	$948K	Sell	42,610 -2,298	-5%	-$51.5K	0.03%	263
2024 Q3	$1.01M	Sell	44,908 -7,310	-14%	-$163K	0.04%	278
2024 Q2	$1.15M	Sell	52,218 -25,742	-33%	-$566K	0.06%	207
2024 Q1	$1.74M	Buy	77,960 +9,519	+14%	+$211K	0.09%	172
2023 Q4	$1.52M	Buy	68,441 +9,710	+17%	+$210K	0.09%	170
2023 Q3	$1.26M	Buy	58,731 +6,206	+12%	+$135K	0.09%	183
2023 Q2	$1.15M	Hold	52,525	–	–	0.08%	180
2023 Q1	$1.15M	Buy	+52,525	New	+$1.15M	0.09%	187

Other funds holding IBHG

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KTM

Keeler Thomas Management Orem, Utah $236M AUM 10.79% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHG Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of iShares iBonds 2027 Term High Yield and Income ETF (IBHG) in Q2 2025, closing a stake of 14,512 shares — an estimated $324K sold.

Robertson Stephens Wealth Management first reported a position in IBHG in Q1 2023 and held it in 9 quarters. The position peaked at $1.74M in Q1 2024. 86 funds tracked by Wall St. Rank hold IBHG as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining iShares iBonds 2027 Term High Yield and Income ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 14,512 iShares iBonds 2027 Term High Yield and Income ETF shares in Q2 2025, an estimated $324K.
Robertson Stephens Wealth Management first reported a position in iShares iBonds 2027 Term High Yield and Income ETF in Q1 2023 and held it in 9 quarters.
Robertson Stephens Wealth Management's iShares iBonds 2027 Term High Yield and Income ETF position peaked at $1.74M in Q1 2024.
86 funds tracked by Wall St. Rank held iShares iBonds 2027 Term High Yield and Income ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.