ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 30,572 Value ($000) $2,940 Avg Close — Range —
Q3 2025
Shares 30,481 Value ($000) $2,940 Avg Close — Range —
Q2 2025
Shares 20,376 Value ($000) $1,951 Avg Close — Range —
Q1 2025
Shares 132,427 Value ($000) $12,630 Avg Close — Range —
Q4 2024
Shares 131,460 Value ($000) $12,154 Avg Close — Range —
Q3 2024
Shares 176,037 Value ($000) $17,273 Avg Close — Range —
Q2 2024
Shares 94,692 Value ($000) $8,868 Avg Close — Range —
Q2 2023
Shares 20,269 Value ($000) $1,958 Avg Close — Range —
Q1 2023
Shares 6,420 Value ($000) $636 Avg Close — Range —
Q4 2022
Shares 7,623 Value ($000) $730 Avg Close — Range —
Q3 2022
Shares 25,052 Value ($000) $2,404 Avg Close — Range —
Q2 2022
Shares 13,721 Value ($000) $1,403 Avg Close — Range —
Q1 2022
Shares 19,600 Value ($000) $2,106 Avg Close — Range —
Q4 2021
Shares 13,658 Value ($000) $1,570 Avg Close — Range —
Q3 2021
Shares 5,865 Value ($000) $675 Avg Close — Range —
Q2 2021
Shares 6,461 Value ($000) $746 Avg Close — Range —
Q1 2021
Shares 10,697 Value ($000) $1,208 Avg Close — Range —
Q4 2020
Shares 6,160 Value ($000) $738 Avg Close — Range —