ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q2 2025
Shares 12,296 Value ($000) $1,154 Avg Close — Range —
Q1 2025
Shares 12,598 Value ($000) $1,181 Avg Close — Range —
Q4 2024
Shares 19,464 Value ($000) $1,784 Avg Close — Range —
Q3 2024
Shares 23,169 Value ($000) $2,220 Avg Close — Range —
Q2 2024
Shares 22,503 Value ($000) $2,066 Avg Close — Range —
Q1 2024
Shares 16,411 Value ($000) $1,517 Avg Close — Range —
Q4 2023
Shares 16,110 Value ($000) $1,516 Avg Close — Range —
Q3 2023
Shares 19,321 Value ($000) $1,716 Avg Close — Range —
Q2 2023
Shares 27,743 Value ($000) $2,587 Avg Close — Range —
Q1 2023
Shares 26,357 Value ($000) $2,497 Avg Close — Range —
Q4 2022
Shares 23,624 Value ($000) $2,191 Avg Close — Range —
Q4 2020
Shares 6,689 Value ($000) $736 Avg Close — Range —