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Ishares Tr ibonds dec 29 shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr ibonds dec 29

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 29 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 dec 29 by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $317k 14k 23.07
2023-09-30 $252k 12k 21.90
2023-06-30 $258k 12k 22.45

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 dec 29

Capital Advisors
Bank of America Corporation
Capital Investment Advisors
Royal Bank of Canada
Klingman & Associates
HighTower Advisors
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
UBS Group
Gateway Advisory
Us Bancorp
Venture Visionary Partners
Advisors Capital Management
Arrow Financial Corp.

View all funds holding Ishares Tr ibonds dec 29