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 Q3	$5.46M	Buy	280,375 +15,609	+6%	+$311K	0.57%	47
2026 Q2	$5.35M	Buy	264,766 +12,580	+5%	+$255K	0.55%	48
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Stockman Wealth Management's IBTL Position: Q3 2026 in Review

Stockman Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5.9% in Q3 2026, buying an estimated $311K and bringing the position to 280,375 shares worth $5.46M. 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 10 quarters since. 53 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

Stockman Wealth Management held 280,375 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $5.46M as of Q3 2026.
Stockman Wealth Management bought 15,609 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $311K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.57% of Stockman Wealth Management's portfolio in Q3 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 10 quarters since.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Stockman Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.