Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$21.06 - $22.49 $242,189 - $258,634	11,500 New	11,500 $249,000

Others Institutions Holding IBHI

# of Institutions

60

Shares Held

3.85M

Call Options Held

0

Put Options Held

0

Lbmc Investment Advisors, LLC

512K
Shares

$12 Million
0.88% of portfolio
Keeler T Homas Management LLC

392K
Shares

$9.22 Million
4.2% of portfolio
Morgan Stanley New York, NY

329K
Shares

$7.75 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

324K
Shares

$7.62 Million
0.01% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

306K
Shares

$7.21 Million
1.4% of portfolio

About ISHARES TR IBONDS 2029 TERM HI

Ticker IBHI
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