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Ishares Tr ibonds dec2026 shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec2026 (IBDR) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr ibonds dec2026

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec2026 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 ibonds dec2026 by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $491k 21k 23.90
2023-09-30 $474k 20k 23.34
2023-06-30 $477k 20k 23.47
2023-03-31 $432k 18k 23.73
2022-12-31 $425k 18k 23.35

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 ibonds dec2026

Bank of America Corporation
Shufro Rose & Co
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
Stifel Financial
Wells Fargo & Company
Klingman & Associates
Sigma Investment Counselors
HighTower Advisors
Kathmere Capital Management
Granite Bay Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr ibonds dec2026