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 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 $1.64B AUM 15.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Robertson Stephens Wealth Management's IBHI Position: Q1 2026 in Review

Robertson Stephens Wealth Management opened a new position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) in Q1 2026: 36,513 shares worth $850K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in IBHI as recently as Q1 2023.

Robertson Stephens Wealth Management first reported a position in IBHI in Q4 2022 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold IBHI as of Q1 2026.

Robertson Stephens Wealth Management held 36,513 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $850K as of Q1 2026.
iShares iBonds 2029 Term High Yield and Income ETF was a new Robertson Stephens Wealth Management position in Q1 2026.
iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #319 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 3 quarters since.
91 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.