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Ishares Tr ibds dec28 etf shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibds dec28 etf (IBDT) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr ibds dec28 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibds dec28 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 ibds dec28 etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $359k 14k 25.09
2023-09-30 $296k 12k 24.03
2023-06-30 $301k 12k 24.50
2023-03-31 $307k 12k 24.94
2022-12-31 $299k 12k 24.29

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Twilio Cl A (TWLO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
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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)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr ibds dec28 etf

Bank of America Corporation
Capital Investment Advisors
Capital Advisors
Royal Bank of Canada
Woodmont Investment Counsel
Mercer Global Advisors
UBS Group
Klingman & Associates
Advisors Capital Management
Sigma Investment Counselors
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibds dec28 etf