Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 133,008 shares of IBHH stock, worth $3.14 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

133,008

Previous 117,987 12.73%

Holding current value

$3.14 Million

Previous $2.8 Million 13.36%

% of portfolio

0.1%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$23.53 - $23.89 $353,444 - $358,851	15,021 Added 12.73%	133,008 $3.17 Million
Q2 2025 Jul 24, 2025	BUY	$22.36 - $23.73 $820,433 - $870,701	36,692 Added 45.13%	117,987 $2.8 Million
Q1 2025 Apr 17, 2025	SELL	$23.33 - $23.71 $161,676 - $164,310	-6,930 Reduced 7.85%	81,295 $1.9 Million
Q4 2024 Jan 27, 2025	BUY	$23.18 - $23.74 $836,496 - $856,705	36,087 Added 69.21%	88,225 $2.06 Million
Q3 2024 Nov 12, 2024	BUY	$22.96 - $23.97 $238,072 - $248,544	10,369 Added 24.82%	52,138 $1.24 Million

Q2 2024 Aug 13, 2024	BUY	$22.8 - $23.2 $952,333 - $969,040	41,769 New	41,769 $965,000

Others Institutions Holding IBHH

# of Institutions

Shares Held

9.35M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS 2028 TERM HI

Ticker IBHH
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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History