Stockman Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.14M	Buy	252,186 +34,443	+16%	+$707K	0.57%	47
2025 Q4	$4.47M	Buy	217,743 +24,035	+12%	+$495K	0.52%	48
2025 Q3	$3.98M	Buy	193,708 +14,996	+8%	+$307K	0.49%	48
2025 Q2	$3.66M	Buy	178,712 +19,375	+12%	+$392K	0.5%	48
2025 Q1	$3.24M	Buy	159,337 +45,621	+40%	+$912K	0.48%	50
2024 Q4	$2.25M	Buy	113,716 +41,317	+57%	+$832K	0.35%	54
2024 Q3	$1.51M	Buy	72,399 +54,618	+307%	+$1.12M	0.23%	59
2024 Q2	$355K	Buy	+17,781	New	+$352K	0.06%	127

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Stockman Wealth Management's IBTL Position: Q1 2026 in Review

Stockman Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 16% in Q1 2026, buying an estimated $707K and bringing the position to 252,186 shares worth $5.14M. The position accounts for 0.57% of the portfolio, ranked #47.

Stockman Wealth Management first reported a position in IBTL in Q2 2024 and has held it in 8 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Stockman Wealth Management held 252,186 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $5.14M as of Q1 2026.
Stockman Wealth Management bought 34,443 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $707K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.57% of Stockman Wealth Management's portfolio in Q1 2026, its #47 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.