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Ishares Tr cr 5 10 yr etf shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr cr 5 10 yr etf (IMTB) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr cr 5 10 yr etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cr 5 10 yr 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 cr 5 10 yr etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $364k 8.4k 43.50
2021-09-30 $1.5M 29k 51.14
2021-06-30 $1.6M 31k 51.41
2021-03-31 $1.8M 34k 50.99

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 cr 5 10 yr etf

Mariner Wealth Advisors
PFG Advisors
TAP Consulting
Phillips Financial Management
Citadel Advisors
Baird Financial
Bank of America Corporation
Jane Street
UBS Group
Royal Bank of Canada
Wealth Enhancement Advisory Services
Advisor Group Holdings
Spectrum Wealth Counsel
Commonwealth Equity Services
Robertson Stephens Wealth Management

View all funds holding Ishares Tr cr 5 10 yr etf