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Ishares Tr ibnd dec24 etf shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr ibnd dec24 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec24 etf held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibnd dec24 etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 148k 24.91
2023-09-30 $3.0M 120k 24.73
2023-06-30 $2.7M 110k 24.62
2023-03-31 $2.7M 108k 24.59
2022-12-31 $1.9M 76k 24.42

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Applovin Corp Com Cl A (APP)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
UBS Group
AE Wealth Management
Wells Fargo & Company
Glenview Trust
Us Bancorp
Raymond James Financial Services Advisors
Mercer Global Advisors
Stifel Financial
HighTower Advisors
Royal Bank of Canada
Golub Group
Commonwealth Equity Services
Benjamin F. Edwards & Company
Kathmere Capital Management

View all funds holding Ishares Tr ibnd dec24 etf