RSWM
Robertson Stephens Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.52M | Buy |
297,293
+28,853
| +11% | +$632K | 0.21% | 85 |
|
|
2025
Q1 | $5.84M | Buy |
268,440
+34,310
| +15% | +$747K | 0.2% | 91 |
|
|
2024
Q4 | $4.99M | Buy |
234,130
+21,268
| +10% | +$454K | 0.18% | 110 |
|
|
2024
Q3 | $4.71M | Buy |
212,862
+34,513
| +19% | +$763K | 0.17% | 119 |
|
|
2024
Q2 | $3.81M | Buy |
+178,349
| New | +$3.81M | 0.19% | 98 |
|