SWM
IBTE

Stockman Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Stockman Wealth Management’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-77,999
Closed -$1.87M – 186
2024
Q3 		$1.87M Sell
77,999
-5,935
-7% -$142K 0.29% 56
2024
Q2 		$2.01M Buy
83,934
+758
+0.9% +$18.1K 0.35% 54
2024
Q1 		$1.99M Buy
83,176
+10,139
+14% +$242K 0.35% 54
2023
Q4 		$1.74M Buy
73,037
+14,023
+24% +$334K 0.35% 53
2023
Q3 		$1.41M Buy
59,014
+21,967
+59% +$523K 0.31% 56
2023
Q2 		$882K Buy
+37,047
New +$885K 0.19% 70

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stockman Wealth Management's IBTE Position: Q4 2024 in Review

Stockman Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 77,999 shares — an estimated $1.87M sold.

Stockman Wealth Management first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $2.01M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Stockman Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stockman Wealth Management sold 77,999 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.87M.
  • Stockman Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Stockman Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.01M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.