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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Buy |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $4.1M | Buy |
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|
2024
Q4 | $3.76M | Buy |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.69M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $430K | Buy |
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