SWM
Stockman Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
178,712
+19,375
| +12% | +$397K | 0.5% | 48 |
|
|
2025
Q1 | $3.24M | Buy |
159,337
+45,621
| +40% | +$927K | 0.48% | 50 |
|
|
2024
Q4 | $2.25M | Buy |
113,716
+41,317
| +57% | +$818K | 0.35% | 54 |
|
|
2024
Q3 | $1.51M | Buy |
72,399
+54,618
| +307% | +$1.14M | 0.23% | 59 |
|
|
2024
Q2 | $355K | Buy |
+17,781
| New | +$355K | 0.06% | 127 |
|