Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 435,673 shares of IBDU stock, worth $10.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
435,673
Previous 359,346 21.24%
Holding current value
$10.1 Million
Previous $8.31 Million 22.3%
% of portfolio
0.33%
Previous 0.29%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$22.7 - $23.33 $1.73 Million - $1.78 Million
76,327 Added 21.24%
435,673 $10.2 Million
Q1 2025

Apr 17, 2025
BUY
$22.61 - $23.14 $501,308 - $513,060
22,172 Added 6.58%
359,346 $8.31 Million
Q4 2024

Jan 27, 2025
BUY
$22.71 - $23.47 $1.45 Million - $1.5 Million
63,827 Added 23.35%
337,174 $7.69 Million
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.57 $453,036 - $474,369
20,126 Added 7.95%
273,347 $6.43 Million
Q2 2024

Aug 13, 2024
BUY
$22.29 - $22.77 $5.19 Million - $5.3 Million
232,934 Added 1148.19%
253,221 $5.74 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $147,711 - $150,912
6,533 Added 47.5%
20,287 $462,000
Q4 2023

Feb 06, 2024
BUY
$21.44 - $23.11 $48,325 - $52,089
2,254 Added 19.6%
13,754 $317,000
Q2 2023

Aug 11, 2023
BUY
$22.32 - $23.04 $256,680 - $264,960
11,500 New
11,500 $258,000

Others Institutions Holding IBDU

# of Institutions
305
Shares Held
91.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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