Stockman Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$414K	Sell	17,071 -1,098	-6%	-$26.6K	0.05%	119
2025 Q4	$440K	Hold	18,169	–	–	0.05%	114
2025 Q3	$442K	Sell	18,169 -720	-4%	-$17.4K	0.05%	113
2025 Q2	$458K	Sell	18,889 -663	-3%	-$16K	0.06%	107
2025 Q1	$473K	Sell	19,552 -1,779	-8%	-$42.9K	0.07%	105
2024 Q4	$513K	Buy	21,331 +35	+0.2%	+$844	0.08%	99
2024 Q3	$517K	Sell	21,296 -4,843	-19%	-$117K	0.08%	105
2024 Q2	$623K	Sell	26,139 -2,808	-10%	-$66.7K	0.11%	87
2024 Q1	$690K	Sell	28,947 -2,465	-8%	-$58.8K	0.12%	82
2023 Q4	$751K	Sell	31,412 -4,334	-12%	-$102K	0.15%	75
2023 Q3	$834K	Sell	35,746 -20,500	-36%	-$480K	0.18%	72
2023 Q2	$1.32M	Sell	56,246 -14,366	-20%	-$339K	0.28%	59
2023 Q1	$1.68M	Buy	70,612 +6,676	+10%	+$157K	0.37%	54
2022 Q4	$1.49M	Buy	+63,936	New	+$1.48M	0.34%	54