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Ishares Ibonds Dec 2024 Term T shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T (IBTE) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T 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 Ibonds Dec 2024 Term T by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 83k 23.86
2023-09-30 $408k 17k 23.84
2023-06-30 $334k 14k 23.80
2023-03-31 $309k 13k 24.01
2022-12-31 $215k 9.0k 23.86

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
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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 Ibonds Dec 2024 Term T

Captrust Financial Advisors
Granite Bay Wealth Management
Bank of America Corporation
UBS Group
Wells Fargo & Company
Campbell Wealth Management
Hills Bank And Trust Company
InterOcean Capital Group
Royal Bank of Canada
Capital Investment Advisors
Stifel Financial
CliftonLarsonAllen Wealth Advisors
Ambassador Advisors
Rockefeller Capital Management
Financial Strategies Group

View all funds holding Ishares Ibonds Dec 2024 Term T