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

Stockman Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Buy	17,816 +745	+4%	+$18K	0.04%	120
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

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Stockman Wealth Management's IBDR Position: Q2 2026 in Review

Stockman Wealth Management increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 4.4% in Q2 2026, buying an estimated $18K and bringing the position to 17,816 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #120.

Stockman Wealth Management first reported a position in IBDR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.68M in Q1 2023. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Stockman Wealth Management held 17,816 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $432K as of Q2 2026.
Stockman Wealth Management bought 745 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $18K.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of Stockman Wealth Management's portfolio in Q2 2026, its #120 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
Stockman Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.68M in Q1 2023.
422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.