Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Robertson Stephens Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$24.7 - $24.83 $179,050 - $179,992	-7,249 Reduced 7.17%	93,827 $2.33 Million
Q2 2023 Aug 11, 2023	SELL	$24.71 - $24.81 $261,184 - $262,241	-10,570 Reduced 9.47%	101,076 $2.51 Million
Q1 2023 May 11, 2023	BUY	$24.67 - $24.81 $515,825 - $518,752	20,909 Added 23.04%	111,646 $2.77 Million
Q4 2022 Feb 14, 2023	BUY	$24.66 - $24.75 $2.24 Million - $2.25 Million	90,737 New	90,737 $2.24 Million

529K

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