SWM
Stockman Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
24,524
-234
| -0.9% | -$5.95K | 0.08% | 90 |
|
|
2025
Q1 | $625K | Buy |
24,758
+2,844
| +13% | +$71.8K | 0.09% | 87 |
|
|
2024
Q4 | $546K | Sell |
21,914
-655
| -3% | -$16.3K | 0.09% | 92 |
|
|
2024
Q3 | $576K | Buy |
22,569
+2,323
| +11% | +$59.3K | 0.09% | 95 |
|
|
2024
Q2 | $501K | Sell |
20,246
-780
| -4% | -$19.3K | 0.09% | 103 |
|
|
2024
Q1 | $524K | Sell |
21,026
-1,859
| -8% | -$46.3K | 0.09% | 99 |
|
|
2023
Q4 | $574K | Sell |
22,885
-2,097
| -8% | -$52.6K | 0.11% | 88 |
|
|
2023
Q3 | $600K | Sell |
24,982
-4,478
| -15% | -$108K | 0.13% | 86 |
|
|
2023
Q2 | $722K | Buy |
29,460
+8,389
| +40% | +$206K | 0.16% | 85 |
|
|
2023
Q1 | $526K | Buy |
+21,071
| New | +$526K | 0.12% | 99 |
|