Stockman Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.42M	Buy	247,906 +24,189	+11%	+$530K	0.6%	45
2025 Q4	$4.91M	Buy	223,717 +16,744	+8%	+$368K	0.57%	44
2025 Q3	$4.54M	Buy	206,973 +7,524	+4%	+$165K	0.56%	44
2025 Q2	$4.37M	Buy	199,449 +11,277	+6%	+$245K	0.59%	43
2025 Q1	$4.1M	Buy	188,172 +12,072	+7%	+$259K	0.61%	43
2024 Q4	$3.76M	Buy	176,100 +16,109	+10%	+$347K	0.59%	42
2024 Q3	$3.54M	Buy	159,991 +15,721	+11%	+$343K	0.55%	42
2024 Q2	$3.08M	Buy	144,270 +18,994	+15%	+$403K	0.54%	43
2024 Q1	$2.69M	Buy	125,276 +23,929	+24%	+$516K	0.48%	46
2023 Q4	$2.21M	Buy	101,347 +16,212	+19%	+$343K	0.44%	46
2023 Q3	$1.79M	Buy	85,135 +26,212	+44%	+$559K	0.39%	50
2023 Q2	$1.27M	Buy	58,923 +39,505	+203%	+$870K	0.27%	60
2023 Q1	$430K	Buy	+19,418	New	+$425K	0.1%	121