RSWM
IBTD

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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$2.33M Sell
2023
Q2 		$2.51M Sell
2023
Q1 		$2.77M Buy
2022
Q4 		$2.24M Buy