SWM
Stockman Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
208,753
+13,399
| +7% | +$266K | 0.56% | 46 |
|
|
2025
Q1 | $3.84M | Buy |
195,354
+17,609
| +10% | +$346K | 0.57% | 46 |
|
|
2024
Q4 | $3.41M | Buy |
177,745
+21,206
| +14% | +$407K | 0.53% | 45 |
|
|
2024
Q3 | $3.14M | Buy |
156,539
+26,057
| +20% | +$522K | 0.49% | 45 |
|
|
2024
Q2 | $2.52M | Buy |
130,482
+21,126
| +19% | +$407K | 0.44% | 49 |
|
|
2024
Q1 | $2.12M | Buy |
109,356
+26,436
| +32% | +$513K | 0.37% | 52 |
|
|
2023
Q4 | $1.64M | Buy |
82,920
+28,436
| +52% | +$561K | 0.33% | 57 |
|
|
2023
Q3 | $1.03M | Buy |
54,484
+32,922
| +153% | +$622K | 0.23% | 65 |
|
|
2023
Q2 | $424K | Buy |
+21,562
| New | +$424K | 0.09% | 118 |
|