Robertson Stephens Wealth Management’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Buy	68,450 +8,143	+14%	+$215K	0.06%	200
2025 Q1	$1.59M	Sell	60,307 -1,956	-3%	-$51.6K	0.05%	210
2024 Q4	$1.58M	Buy	62,263 +3,955	+7%	+$100K	0.06%	216
2024 Q3	$1.53M	Buy	58,308 +8,889	+18%	+$233K	0.06%	226
2024 Q2	$1.27M	Buy	+49,419	New	+$1.27M	0.06%	191