Stockman Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$633K	Buy	25,070 +1,028	+4%	+$26K	0.07%	97
2026 Q1	$609K	Sell	24,042 -62	-0.3%	-$1.58K	0.07%	97
2025 Q4	$614K	Hold	24,104	–	–	0.07%	95
2025 Q3	$615K	Sell	24,104 -420	-2%	-$10.7K	0.08%	93
2025 Q2	$623K	Sell	24,524 -234	-0.9%	-$5.9K	0.08%	90
2025 Q1	$625K	Buy	24,758 +2,844	+13%	+$71.3K	0.09%	87
2024 Q4	$546K	Sell	21,914 -655	-3%	-$16.4K	0.09%	92
2024 Q3	$576K	Buy	22,569 +2,323	+11%	+$58.6K	0.09%	95
2024 Q2	$501K	Sell	20,246 -780	-4%	-$19.2K	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%	-$50.9K	0.11%	88
2023 Q3	$600K	Sell	24,982 -4,478	-15%	-$109K	0.13%	86
2023 Q2	$722K	Buy	29,460 +8,389	+40%	+$208K	0.16%	85
2023 Q1	$526K	Buy	+21,071	New	+$520K	0.12%	99

Other funds holding IBDT

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Stockman Wealth Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.3% in Q2 2026, buying an estimated $26K and bringing the position to 25,070 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #97.

Stockman Wealth Management first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $722K in Q2 2023. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Stockman Wealth Management held 25,070 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $633K as of Q2 2026.
Stockman Wealth Management bought 1,028 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $26K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.07% of Stockman Wealth Management's portfolio in Q2 2026, its #97 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
Stockman Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $722K in Q2 2023.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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