ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,280 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 2,280 Value ($000) $254 Avg Close — Range —
Q2 2025
Shares 2,281 Value ($000) $250 Avg Close — Range —
Q1 2025
Shares 2,282 Value ($000) $248 Avg Close — Range —
Q4 2024
Shares 2,294 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 2,282 Value ($000) $258 Avg Close — Range —
Q4 2023
Shares 8,460 Value ($000) $936 Avg Close — Range —
Q3 2023
Shares 3,788 Value ($000) $386 Avg Close — Range —
Q3 2022
Shares 3,144 Value ($000) $322 Avg Close — Range —
Q2 2022
Shares 11,016 Value ($000) $1,212 Avg Close — Range —
Q1 2022
Shares 3,467 Value ($000) $419 Avg Close — Range —
Q4 2021
Shares 52,636 Value ($000) $6,975 Avg Close — Range —
Q3 2021
Shares 5,760 Value ($000) $766 Avg Close — Range —
Q2 2021
Shares 18,553 Value ($000) $2,492 Avg Close — Range —
Q1 2021
Shares 9,464 Value ($000) $1,230 Avg Close — Range —
Q4 2020
Shares 33,252 Value ($000) $4,593 Avg Close — Range —
Q3 2020
Shares 24,054 Value ($000) $3,240 Avg Close — Range —
Q2 2020
Shares 39,557 Value ($000) $5,320 Avg Close — Range —
Q1 2020
Shares 16,901 Value ($000) $2,087 Avg Close — Range —
Q4 2019
Shares 28,358 Value ($000) $3,628 Avg Close — Range —
Q3 2019
Shares 15,547 Value ($000) $1,982 Avg Close — Range —
Q2 2019
Shares 44,113 Value ($000) $5,486 Avg Close — Range —
Q1 2019
Shares 18,994 Value ($000) $2,261 Avg Close — Range —