SWM
Stockman Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
174,695
+10,478
| +6% | +$234K | 0.53% | 47 |
|
|
2025
Q1 | $3.65M | Buy |
164,217
+14,037
| +9% | +$312K | 0.54% | 47 |
|
|
2024
Q4 | $3.29M | Buy |
150,180
+14,031
| +10% | +$307K | 0.52% | 46 |
|
|
2024
Q3 | $3.06M | Buy |
136,149
+16,969
| +14% | +$382K | 0.48% | 46 |
|
|
2024
Q2 | $2.6M | Buy |
119,180
+18,622
| +19% | +$407K | 0.46% | 48 |
|
|
2024
Q1 | $2.21M | Buy |
100,558
+22,882
| +29% | +$502K | 0.39% | 50 |
|
|
2023
Q4 | $1.73M | Buy |
77,676
+20,889
| +37% | +$464K | 0.34% | 55 |
|
|
2023
Q3 | $1.22M | Buy |
56,787
+31,096
| +121% | +$670K | 0.27% | 63 |
|
|
2023
Q2 | $565K | Buy |
+25,691
| New | +$565K | 0.12% | 97 |
|