RSWM
IBTE

Robertson Stephens Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,340
Closed -$392K – 649
2024
Q3 		$392K Sell
16,340
-3,319
-17% -$79.5K 0.01% 465
2024
Q2 		$471K Sell
19,659
-76,282
-80% -$1.82M 0.02% 342
2024
Q1 		$2.3M Buy
95,941
+12,496
+15% +$299K 0.12% 142
2023
Q4 		$1.99M Buy
83,445
+66,335
+388% +$1.58M 0.12% 139
2023
Q3 		$408K Buy
17,110
+3,090
+22% +$73.5K 0.03% 333
2023
Q2 		$334K Buy
14,020
+1,155
+9% +$27.6K 0.02% 339
2023
Q1 		$309K Buy
12,865
+3,850
+43% +$92K 0.02% 359
2022
Q4 		$215K Buy
+9,015
New +$215K 0.02% 385

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Robertson Stephens Wealth Management's IBTE Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 16,340 shares — an estimated $392K sold.

Robertson Stephens Wealth Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $2.3M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 16,340 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $392K.
  • Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Robertson Stephens Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.3M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.