Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 17,035 shares of IBDT stock, worth $428,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,035

Previous 21,931 22.32%

Holding current value

$428,600

Previous $546,000 21.25%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$24.79 - $25.26 $121,371 - $123,672	-4,896 Reduced 22.32%	17,035 $430,000
Q4 2024 Jan 27, 2025	BUY	$24.82 - $25.48 $58,575 - $60,132	2,360 Added 12.06%	21,931 $546,000
Q3 2024 Nov 12, 2024	BUY	$24.62 - $25.59 $2,141 - $2,226	87 Added 0.45%	19,571 $499,000
Q2 2024 Aug 13, 2024	SELL	$24.4 - $24.86 $24,888 - $25,357	-1,020 Reduced 4.97%	19,484 $482,000
Q1 2024 May 15, 2024	BUY	$24.69 - $25.14 $153,078 - $155,868	6,200 Added 43.34%	20,504 $510,000
Q4 2023 Feb 06, 2024	BUY	$23.63 - $25.1 $47,354 - $50,300	2,004 Added 16.29%	14,304 $358,000
Q4 2022 Feb 14, 2023	BUY	$23.29 - $24.79 $286,467 - $304,917	12,300 New	12,300 $298,000

Others Institutions Holding IBDT

# of Institutions

345

Shares Held

83M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History