Robertson Stephens Wealth Management, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1767307
San Francisco, CA
All Filings in IBTJ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $7,900,285 | 361,685 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 IBTJ | $7,639,668 | 348,128 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 IBTJ | $6,698,799 | 305,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBTJ | $6,516,662 | 297,293 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 IBTJ | $5,843,938 | 268,440 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 IBTJ | $4,993,056 | 234,130 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 IBTJ | $4,705,314 | 212,862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IBTJ | $3,811,318 | 178,349 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||