Robertson Stephens Wealth Management’s iShares iBonds 2028 Term High Yield and Income ETF IBHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
117,987
+36,692
| +45% | +$871K | 0.09% | 147 |
|
|
2025
Q1 | $1.9M | Sell |
81,295
-6,930
| -8% | -$162K | 0.07% | 192 |
|
|
2024
Q4 | $2.06M | Buy |
88,225
+36,087
| +69% | +$843K | 0.07% | 193 |
|
|
2024
Q3 | $1.24M | Buy |
52,138
+10,369
| +25% | +$247K | 0.05% | 254 |
|
|
2024
Q2 | $966K | Buy |
+41,769
| New | +$966K | 0.05% | 232 |
|