ISHARES TR

Ticker: GOVT CUSIP: 46429B267 Class: US TREAS BD ETF

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

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

Q4 2025
Shares 419,429 Value ($000) $9,657 Avg Close — Range —
Q3 2025
Shares 417,081 Value ($000) $9,643 Avg Close — Range —
Q2 2025
Shares 400,268 Value ($000) $9,198 Avg Close — Range —
Q1 2025
Shares 297,125 Value ($000) $6,829 Avg Close — Range —
Q3 2023
Shares 12,501 Value ($000) $276 Avg Close — Range —
Q2 2023
Shares 27,785 Value ($000) $636 Avg Close — Range —
Q1 2023
Shares 73,438 Value ($000) $1,717 Avg Close — Range —
Q4 2022
Shares 11,448 Value ($000) $260 Avg Close — Range —
Q3 2022
Shares 98,932 Value ($000) $2,251 Avg Close — Range —
Q2 2022
Shares 75,716 Value ($000) $1,809 Avg Close — Range —
Q1 2022
Shares 75,079 Value ($000) $1,870 Avg Close — Range —
Q4 2021
Shares 128,835 Value ($000) $3,437 Avg Close — Range —
Q3 2021
Shares 158,785 Value ($000) $4,212 Avg Close — Range —
Q2 2021
Shares 154,947 Value ($000) $4,121 Avg Close — Range —
Q1 2021
Shares 91,772 Value ($000) $2,403 Avg Close — Range —
Q4 2020
Shares 59,810 Value ($000) $1,629 Avg Close — Range —
Q3 2020
Shares 85,090 Value ($000) $2,378 Avg Close — Range —
Q2 2020
Shares 84,673 Value ($000) $2,370 Avg Close — Range —
Q1 2020
Shares 51,921 Value ($000) $1,454 Avg Close — Range —