Stockman Wealth Management’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.25M	Buy	234,473 +6,313	+3%	+$141K	0.54%	49
2026 Q1	$5.12M	Buy	228,160 +18,092	+9%	+$406K	0.56%	48
2025 Q4	$4.72M	Buy	210,068 +16,994	+9%	+$382K	0.55%	45
2025 Q3	$4.35M	Buy	193,074 +7,198	+4%	+$162K	0.54%	45
2025 Q2	$4.18M	Buy	185,876 +10,509	+6%	+$235K	0.57%	45
2025 Q1	$3.93M	Buy	175,367 +12,834	+8%	+$286K	0.58%	44
2024 Q4	$3.61M	Buy	162,533 +12,409	+8%	+$277K	0.56%	44
2024 Q3	$3.4M	Buy	150,124 +12,137	+9%	+$272K	0.53%	43
2024 Q2	$3.05M	Buy	137,987 +13,243	+11%	+$291K	0.53%	44
2024 Q1	$2.76M	Buy	124,744 +16,476	+15%	+$366K	0.49%	45
2023 Q4	$2.42M	Buy	108,268 +15,081	+16%	+$331K	0.48%	45
2023 Q3	$2.04M	Buy	93,187 +21,968	+31%	+$483K	0.45%	47
2023 Q2	$1.58M	Buy	71,219 +41,011	+136%	+$924K	0.34%	53
2023 Q1	$685K	Buy	+30,208	New	+$678K	0.15%	84

Other funds holding IBTH

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

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Stockman Wealth Management increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 2.8% in Q2 2026, buying an estimated $141K and bringing the position to 234,473 shares worth $5.25M. The position accounts for 0.54% of the portfolio, ranked #49.

Stockman Wealth Management first reported a position in IBTH in Q1 2023 and has held it in 14 quarters since. 314 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

Stockman Wealth Management held 234,473 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $5.25M as of Q2 2026.
Stockman Wealth Management bought 6,313 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $141K.
iShares iBonds Dec 2027 Term Treasury ETF made up 0.54% of Stockman Wealth Management's portfolio in Q2 2026, its #49 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
314 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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