SWM
Stockman Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
18,889
-663
| -3% | -$16.1K | 0.06% | 107 |
|
|
2025
Q1 | $473K | Sell |
19,552
-1,779
| -8% | -$43.1K | 0.07% | 105 |
|
|
2024
Q4 | $513K | Buy |
21,331
+35
| +0.2% | +$842 | 0.08% | 99 |
|
|
2024
Q3 | $517K | Sell |
21,296
-4,843
| -19% | -$118K | 0.08% | 105 |
|
|
2024
Q2 | $623K | Sell |
26,139
-2,808
| -10% | -$66.9K | 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% | -$104K | 0.15% | 75 |
|
|
2023
Q3 | $834K | Sell |
35,746
-20,500
| -36% | -$478K | 0.18% | 72 |
|
|
2023
Q2 | $1.32M | Sell |
56,246
-14,366
| -20% | -$337K | 0.28% | 59 |
|
|
2023
Q1 | $1.68M | Buy |
70,612
+6,676
| +10% | +$158K | 0.37% | 54 |
|
|
2022
Q4 | $1.49M | Buy |
+63,936
| New | +$1.49M | 0.34% | 54 |
|