SWM
Stockman Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
185,876
+10,509
| +6% | +$236K | 0.57% | 45 |
|
|
2025
Q1 | $3.93M | Buy |
175,367
+12,834
| +8% | +$288K | 0.58% | 44 |
|
|
2024
Q4 | $3.61M | Buy |
162,533
+12,409
| +8% | +$275K | 0.56% | 44 |
|
|
2024
Q3 | $3.4M | Buy |
150,124
+12,137
| +9% | +$275K | 0.53% | 43 |
|
|
2024
Q2 | $3.05M | Buy |
137,987
+13,243
| +11% | +$292K | 0.53% | 44 |
|
|
2024
Q1 | $2.76M | Buy |
124,744
+16,476
| +15% | +$365K | 0.49% | 45 |
|
|
2023
Q4 | $2.42M | Buy |
108,268
+15,081
| +16% | +$338K | 0.48% | 45 |
|
|
2023
Q3 | $2.04M | Buy |
93,187
+21,968
| +31% | +$480K | 0.45% | 47 |
|
|
2023
Q2 | $1.58M | Buy |
71,219
+41,011
| +136% | +$908K | 0.34% | 53 |
|
|
2023
Q1 | $685K | Buy |
+30,208
| New | +$685K | 0.15% | 84 |
|