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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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