ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q1 2025
Shares 9,789 Value ($000) $237 Avg Close Range
Q4 2024
Shares 15,359 Value ($000) $368 Avg Close Range
Q3 2024
Shares 23,214 Value ($000) $566 Avg Close Range
Q2 2024
Shares 23,214 Value ($000) $551 Avg Close Range
Q1 2024
Shares 35,094 Value ($000) $835 Avg Close Range
Q4 2023
Shares 28,805 Value ($000) $689 Avg Close Range
Q3 2023
Shares 27,515 Value ($000) $637 Avg Close Range
Q2 2023
Shares 27,515 Value ($000) $646 Avg Close Range
Q1 2023
Shares 25,425 Value ($000) $606 Avg Close Range
Q4 2022
Shares 25,425 Value ($000) $594 Avg Close Range