Stockman Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Buy	276,786 +10,801	+4%	+$212K	0.56%	46
2026 Q1	$5.25M	Buy	265,985 +28,225	+12%	+$560K	0.58%	46
2025 Q4	$4.72M	Buy	237,760 +19,616	+9%	+$390K	0.55%	46
2025 Q3	$4.34M	Buy	218,144 +9,391	+4%	+$186K	0.54%	46
2025 Q2	$4.14M	Buy	208,753 +13,399	+7%	+$263K	0.56%	46
2025 Q1	$3.84M	Buy	195,354 +17,609	+10%	+$341K	0.57%	46
2024 Q4	$3.41M	Buy	177,745 +21,206	+14%	+$413K	0.53%	45
2024 Q3	$3.14M	Buy	156,539 +26,057	+20%	+$516K	0.49%	45
2024 Q2	$2.52M	Buy	130,482 +21,126	+19%	+$404K	0.44%	49
2024 Q1	$2.12M	Buy	109,356 +26,436	+32%	+$514K	0.37%	52
2023 Q4	$1.64M	Buy	82,920 +28,436	+52%	+$542K	0.33%	57
2023 Q3	$1.03M	Buy	54,484 +32,922	+153%	+$635K	0.23%	65
2023 Q2	$424K	Buy	+21,562	New	+$432K	0.09%	118

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Stockman Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 4.1% in Q2 2026, buying an estimated $212K and bringing the position to 276,786 shares worth $5.41M. The position accounts for 0.56% of the portfolio, ranked #46.

Stockman Wealth Management first reported a position in IBTK in Q2 2023 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Stockman Wealth Management held 276,786 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $5.41M as of Q2 2026.
Stockman Wealth Management bought 10,801 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $212K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.56% of Stockman Wealth Management's portfolio in Q2 2026, its #46 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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