Robertson Stephens Wealth Management’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	54,010 +17,497	+48%	+$409K	0.03%	276
2026 Q1	$850K	Buy	+36,513	New	+$858K	0.02%	319
2023 Q2	–	Sell	-11,500	Closed	-$263K	–	436
2023 Q1	$263K	Hold	11,500	–	–	0.02%	383
2022 Q4	$255K	Buy	+11,500	New	+$250K	0.02%	360

Other funds holding IBHI

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Robertson Stephens Wealth Management's IBHI Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 48% in Q2 2026, buying an estimated $409K and bringing the position to 54,010 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #276.

Robertson Stephens Wealth Management first reported a position in IBHI in Q4 2022 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

Robertson Stephens Wealth Management held 54,010 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $1.26M as of Q2 2026.
Robertson Stephens Wealth Management bought 17,497 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $409K.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #276 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q4 2022 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.