SWM
Stockman Wealth Management’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
149,045
+7,841
| +6% | +$180K | 0.46% | 50 |
|
|
2025
Q1 | $3.24M | Buy |
141,204
+10,565
| +8% | +$242K | 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% | +$309K | 0.43% | 49 |
|
|
2024
Q2 | $2.39M | Buy |
105,303
+12,974
| +14% | +$294K | 0.42% | 51 |
|
|
2024
Q1 | $2.1M | Buy |
92,329
+16,574
| +22% | +$376K | 0.37% | 53 |
|
|
2023
Q4 | $1.73M | Buy |
75,755
+15,626
| +26% | +$357K | 0.35% | 54 |
|
|
2023
Q3 | $1.35M | Buy |
60,129
+24,372
| +68% | +$548K | 0.3% | 59 |
|
|
2023
Q2 | $810K | Buy |
+35,757
| New | +$810K | 0.17% | 78 |
|