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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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