Robertson Stephens Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-93,827	Closed	-$2.33M	–	484
2023 Q3	$2.33M	Sell	93,827 -7,249	-7%	-$180K	0.16%	132
2023 Q2	$2.51M	Sell	101,076 -10,570	-9%	-$262K	0.18%	114
2023 Q1	$2.77M	Buy	111,646 +20,909	+23%	+$517K	0.21%	98
2022 Q4	$2.24M	Buy	+90,737	New	+$2.24M	0.22%	96

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Robertson Stephens Wealth Management's IBTD Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 93,827 shares — an estimated $2.33M sold.

Robertson Stephens Wealth Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $2.77M in Q1 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Robertson Stephens Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 93,827 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.33M.
Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Robertson Stephens Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $2.77M in Q1 2023.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.