Robertson Stephens Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Robertson Stephens Wealth Management’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.08M	Buy	373,145 +11,460	+3%	+$249K	0.2%	92
2026 Q1	$7.9M	Buy	361,685 +13,557	+4%	+$297K	0.22%	88
2025 Q4	$7.64M	Buy	348,128 +43,013	+14%	+$945K	0.2%	96
2025 Q3	$6.7M	Buy	305,115 +7,822	+3%	+$171K	0.2%	86
2025 Q2	$6.52M	Buy	297,293 +28,853	+11%	+$627K	0.21%	87
2025 Q1	$5.84M	Buy	268,440 +34,310	+15%	+$737K	0.2%	93
2024 Q4	$4.99M	Buy	234,130 +21,268	+10%	+$458K	0.18%	111
2024 Q3	$4.71M	Buy	212,862 +34,513	+19%	+$754K	0.17%	120
2024 Q2	$3.81M	Buy	+178,349	New	+$3.78M	0.19%	99

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.2% in Q2 2026, buying an estimated $249K and bringing the position to 373,145 shares worth $8.08M. The position accounts for 0.2% of the portfolio, ranked #92.

Robertson Stephens Wealth Management first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Robertson Stephens Wealth Management held 373,145 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $8.08M as of Q2 2026.
Robertson Stephens Wealth Management bought 11,460 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $249K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.2% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #92 holding.
Robertson Stephens Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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