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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow 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% 113
2023
Q1 		$2.77M Buy
111,646
+20,909
+23% +$519K 0.21% 98
2022
Q4 		$2.24M Buy
+90,737
New +$2.24M 0.22% 96