SWM
Stockman Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
127,888
-1,408
| -1% | -$32.9K | 0.41% | 52 |
|
|
2025
Q1 | $3.02M | Buy |
129,296
+11,236
| +10% | +$263K | 0.45% | 52 |
|
|
2024
Q4 | $2.75M | Buy |
118,060
+8,097
| +7% | +$189K | 0.43% | 51 |
|
|
2024
Q3 | $2.58M | Buy |
109,963
+8,469
| +8% | +$198K | 0.4% | 52 |
|
|
2024
Q2 | $2.36M | Buy |
101,494
+7,800
| +8% | +$181K | 0.41% | 52 |
|
|
2024
Q1 | $2.18M | Buy |
93,694
+10,068
| +12% | +$234K | 0.38% | 51 |
|
|
2023
Q4 | $1.95M | Buy |
83,626
+9,060
| +12% | +$211K | 0.39% | 50 |
|
|
2023
Q3 | $1.72M | Buy |
74,566
+6,743
| +10% | +$156K | 0.38% | 52 |
|
|
2023
Q2 | $1.57M | Buy |
67,823
+7,899
| +13% | +$183K | 0.34% | 56 |
|
|
2023
Q1 | $1.41M | Buy |
59,924
+2,425
| +4% | +$57.1K | 0.32% | 56 |
|
|
2022
Q4 | $1.34M | Buy |
+57,499
| New | +$1.34M | 0.31% | 59 |
|