SWM
IBTF

Stockman Wealth Management’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Stockman Wealth Management’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-119,006
Closed -$2.78M – 184
2025
Q3 		$2.78M Sell
119,006
-8,882
-7% -$207K 0.35% 54
2025
Q2 		$2.99M Sell
127,888
-1,408
-1% -$32.8K 0.41% 52
2025
Q1 		$3.02M Buy
129,296
+11,236
+10% +$262K 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% +$197K 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% +$209K 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% +$185K 0.34% 56
2023
Q1 		$1.41M Buy
59,924
+2,425
+4% +$56.7K 0.32% 56
2022
Q4 		$1.34M Buy
+57,499
New +$1.34M 0.31% 59

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Stockman Wealth Management's IBTF Position: Q4 2025 in Review

Stockman Wealth Management sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 119,006 shares — an estimated $2.78M sold.

Stockman Wealth Management first reported a position in IBTF in Q4 2022 and held it in 12 quarters. The position peaked at $3.02M in Q1 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Stockman Wealth Management reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Stockman Wealth Management sold 119,006 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $2.78M.
  • Stockman Wealth Management first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2022 and held it in 12 quarters.
  • Stockman Wealth Management's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $3.02M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Stockman Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.