Robertson Stephens Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$363K Buy
2024
Q1
$359K Hold
2023
Q4
$364K Buy
2021
Q4
Sell
2021
Q3
$1.5M Sell
2021
Q2
$1.59M Sell
2021
Q1
$1.75M Buy