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Robertson Stephens Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$481K Hold
21,000
– – 0.01% 447
2026
Q1 		$481K Hold
21,000
– – 0.01% 428
2025
Q4 		$480K Hold
21,000
– – 0.01% 436
2025
Q3 		$482K Buy
+21,000
New +$481K 0.01% 364

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Robertson Stephens Wealth Management's IBTG Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) position steady in Q2 2026 at 21,000 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #447.

Robertson Stephens Wealth Management first reported a position in IBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $482K in Q3 2025. 192 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • Robertson Stephens Wealth Management held 21,000 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $481K as of Q2 2026.
  • Robertson Stephens Wealth Management left its iShares iBonds Dec 2026 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #447 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $482K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.