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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,500
Closed -$263K 435
2023
Q1
$263K Hold
11,500
0.02% 383
2022
Q4
$255K Buy
+11,500
New +$255K 0.02% 358