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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.54M	Buy	255,938 +8,032	+3%	+$174K	0.57%	45
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

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Stockman Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.2% in Q2 2026, buying an estimated $174K and bringing the position to 255,938 shares worth $5.54M. The position accounts for 0.57% of the portfolio, ranked #45.

Stockman Wealth Management first reported a position in IBTJ in Q1 2023 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Stockman Wealth Management held 255,938 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $5.54M as of Q2 2026.
Stockman Wealth Management bought 8,032 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $174K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.57% of Stockman Wealth Management's portfolio in Q2 2026, its #45 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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