Stockman Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.09M	Buy	230,063 +6,933	+3%	+$154K	0.53%	50
2026 Q1	$4.97M	Buy	223,130 +22,888	+11%	+$512K	0.55%	49
2025 Q4	$4.48M	Buy	200,242 +16,907	+9%	+$379K	0.52%	47
2025 Q3	$4.1M	Buy	183,335 +8,640	+5%	+$193K	0.51%	47
2025 Q2	$3.91M	Buy	174,695 +10,478	+6%	+$233K	0.53%	47
2025 Q1	$3.65M	Buy	164,217 +14,037	+9%	+$309K	0.54%	47
2024 Q4	$3.29M	Buy	150,180 +14,031	+10%	+$309K	0.52%	46
2024 Q3	$3.06M	Buy	136,149 +16,969	+14%	+$378K	0.48%	46
2024 Q2	$2.6M	Buy	119,180 +18,622	+19%	+$404K	0.46%	48
2024 Q1	$2.21M	Buy	100,558 +22,882	+29%	+$504K	0.39%	50
2023 Q4	$1.73M	Buy	77,676 +20,889	+37%	+$453K	0.34%	55
2023 Q3	$1.22M	Buy	56,787 +31,096	+121%	+$677K	0.27%	63
2023 Q2	$565K	Buy	+25,691	New	+$575K	0.12%	97

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IWC

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

Stockman Wealth Management increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 3.1% in Q2 2026, buying an estimated $154K and bringing the position to 230,063 shares worth $5.09M. The position accounts for 0.53% of the portfolio, ranked #50.

Stockman Wealth Management first reported a position in IBTI in Q2 2023 and has held it in 13 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

Stockman Wealth Management held 230,063 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $5.09M as of Q2 2026.
Stockman Wealth Management bought 6,933 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $154K.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.53% of Stockman Wealth Management's portfolio in Q2 2026, its #50 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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