Stockman Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Stockman Wealth Management’s Portfolio IBTG Stock Details IBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.28M	Sell	186,919 -7,526	-4%	-$172K	0.44%	54
2026 Q1	$4.46M	Buy	194,445 +19,609	+11%	+$449K	0.49%	52
2025 Q4	$4M	Buy	174,836 +18,307	+12%	+$419K	0.47%	51
2025 Q3	$3.59M	Buy	156,529 +7,484	+5%	+$171K	0.45%	50
2025 Q2	$3.42M	Buy	149,045 +7,841	+6%	+$179K	0.46%	50
2025 Q1	$3.24M	Buy	141,204 +10,565	+8%	+$241K	0.48%	51
2024 Q4	$2.98M	Buy	130,639 +11,951	+10%	+$273K	0.47%	50
2024 Q3	$2.74M	Buy	118,688 +13,385	+13%	+$306K	0.43%	49
2024 Q2	$2.39M	Buy	105,303 +12,974	+14%	+$293K	0.42%	51
2024 Q1	$2.1M	Buy	92,329 +16,574	+22%	+$377K	0.37%	53
2023 Q4	$1.73M	Buy	75,755 +15,626	+26%	+$353K	0.35%	54
2023 Q3	$1.35M	Buy	60,129 +24,372	+68%	+$549K	0.3%	59
2023 Q2	$810K	Buy	+35,757	New	+$821K	0.17%	78

Other funds holding IBTG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Stockman Wealth Management's IBTG Position: Q2 2026 in Review

Stockman Wealth Management reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 3.9% in Q2 2026, selling an estimated $172K and leaving 186,919 shares worth $4.28M. The position accounts for 0.44% of the portfolio, ranked #54.

Stockman Wealth Management first reported a position in IBTG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.46M in Q1 2026. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Stockman Wealth Management held 186,919 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $4.28M as of Q2 2026.
Stockman Wealth Management sold 7,526 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $172K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.44% of Stockman Wealth Management's portfolio in Q2 2026, its #54 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
Stockman Wealth Management's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $4.46M in Q1 2026.
317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.