ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

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

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

Q4 2025
Shares 21,008 Value ($000) $1,740 Avg Close — Range —
Q3 2025
Shares 25,325 Value ($000) $2,101 Avg Close — Range —
Q2 2025
Shares 19,772 Value ($000) $1,638 Avg Close — Range —
Q1 2025
Shares 16,814 Value ($000) $1,391 Avg Close — Range —
Q4 2024
Shares 5,062 Value ($000) $415 Avg Close — Range —
Q4 2023
Shares 107,161 Value ($000) $8,792 Avg Close — Range —
Q3 2023
Shares 229,430 Value ($000) $18,577 Avg Close — Range —
Q2 2023
Shares 208,676 Value ($000) $16,919 Avg Close — Range —
Q1 2023
Shares 212,743 Value ($000) $17,479 Avg Close — Range —
Q3 2022
Shares 2,986 Value ($000) $242 Avg Close — Range —
Q2 2022
Shares 15,973 Value ($000) $1,322 Avg Close — Range —
Q4 2021
Shares 10,255 Value ($000) $877 Avg Close — Range —
Q3 2021
Shares 10,255 Value ($000) $883 Avg Close — Range —
Q2 2020
Shares 4,168 Value ($000) $360 Avg Close — Range —
Q1 2020
Shares 23,920 Value ($000) $2,073 Avg Close — Range —
Q4 2019
Shares 12,223 Value ($000) $1,034 Avg Close — Range —
Q3 2019
Shares 17,123 Value ($000) $1,452 Avg Close — Range —
Q2 2019
Shares 17,965 Value ($000) $1,523 Avg Close — Range —
Q1 2019
Shares 58,889 Value ($000) $4,954 Avg Close — Range —
Q4 2018
Shares 48,945 Value ($000) $4,093 Avg Close — Range —