Robertson Stephens Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.05M	Sell	58,081 -1,114	-2%	-$58.9K	0.09%	164
2025 Q4	$3.13M	Buy	59,195 +880	+2%	+$46.6K	0.09%	162
2025 Q3	$3.09M	Sell	58,315 -324	-0.6%	-$17.1K	0.09%	138
2025 Q2	$3.09M	Sell	58,639 -948	-2%	-$49.5K	0.11%	141
2025 Q1	$3.12M	Sell	59,587 -8,158	-12%	-$424K	0.12%	155
2024 Q4	$3.5M	Sell	67,745 -6,701	-9%	-$348K	0.12%	146
2024 Q3	$3.92M	Sell	74,446 -10,886	-13%	-$567K	0.14%	133
2024 Q2	$4.37M	Buy	+85,332	New	+$4.35M	0.23%	86
2021 Q4	–	Sell	-11,140	Closed	-$608K	–	386
2021 Q3	$608K	Sell	11,140 -19,971	-64%	-$1.09M	0.07%	183
2021 Q2	$1.71M	Buy	31,111 +16,971	+120%	+$930K	0.2%	80
2021 Q1	$773K	Sell	14,140 -4,574	-24%	-$251K	0.12%	127
2020 Q4	$1.03M	Sell	18,714 -2,654	-12%	-$146K	0.22%	86
2020 Q3	$1.17M	Sell	21,368 -2,118	-9%	-$116K	0.29%	66
2020 Q2	$1.28M	Buy	+23,486	New	+$1.27M	0.37%	60