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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,583	Closed	-$362K	–	188
2023 Q3	$362K	Sell	14,583 -20,305	-58%	-$503K	0.08%	122
2023 Q2	$866K	Sell	34,888 -18,202	-34%	-$451K	0.19%	71
2023 Q1	$1.32M	Sell	53,090 -2,510	-5%	-$62.1K	0.29%	58
2022 Q4	$1.37M	Buy	+55,600	New	+$1.37M	0.32%	58

Other funds holding IBTD

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Stockman Wealth Management's IBTD Position: Q4 2023 in Review

Stockman Wealth Management sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 14,583 shares — an estimated $362K sold.

Stockman Wealth Management first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $1.37M in Q4 2022. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

Stockman Wealth Management reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 14,583 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $362K.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Stockman Wealth Management's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $1.37M in Q4 2022.
3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.