Robertson Stephens Wealth Management, LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1767307
San Francisco, CA
All Filings in IBHI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $850,132 | 36,513 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 IBHI | $258,405 | 11,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 IBHI | $248,630 | 11,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||