SWM
Stockman Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
199,449
+11,277
| +6% | +$247K | 0.59% | 43 |
|
|
2025
Q1 | $4.1M | Buy |
188,172
+12,072
| +7% | +$263K | 0.61% | 43 |
|
|
2024
Q4 | $3.76M | Buy |
176,100
+16,109
| +10% | +$344K | 0.59% | 42 |
|
|
2024
Q3 | $3.54M | Buy |
159,991
+15,721
| +11% | +$348K | 0.55% | 42 |
|
|
2024
Q2 | $3.08M | Buy |
144,270
+18,994
| +15% | +$406K | 0.54% | 43 |
|
|
2024
Q1 | $2.69M | Buy |
125,276
+23,929
| +24% | +$514K | 0.48% | 46 |
|
|
2023
Q4 | $2.21M | Buy |
101,347
+16,212
| +19% | +$353K | 0.44% | 46 |
|
|
2023
Q3 | $1.79M | Buy |
85,135
+26,212
| +44% | +$550K | 0.39% | 50 |
|
|
2023
Q2 | $1.27M | Buy |
58,923
+39,505
| +203% | +$854K | 0.27% | 60 |
|
|
2023
Q1 | $430K | Buy |
+19,418
| New | +$430K | 0.1% | 121 |
|