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 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

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Stockman Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5% in Q2 2026, buying an estimated $255K and bringing the position to 264,766 shares worth $5.35M. The position accounts for 0.55% of the portfolio, ranked #48.

Stockman Wealth Management first reported a position in IBTL in Q2 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Stockman Wealth Management held 264,766 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $5.35M as of Q2 2026.
Stockman Wealth Management bought 12,580 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $255K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.55% of Stockman Wealth Management's portfolio in Q2 2026, its #48 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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