SWM
IBTD

Stockman Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Stockman Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,583
Closed -$362K – 188
2023
Q3 		$362K Sell
14,583
-20,305
-58% -$504K 0.08% 122
2023
Q2 		$866K Sell
34,888
-18,202
-34% -$452K 0.19% 71
2023
Q1 		$1.32M Sell
53,090
-2,510
-5% -$62.3K 0.29% 58
2022
Q4 		$1.37M Buy
+55,600
New +$1.37M 0.32% 58