Stockman Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.6M	Buy	200,616 +52,212	+35%	+$1.2M	0.51%	51
2025 Q4	$3.42M	Buy	148,404 +83,016	+127%	+$1.93M	0.4%	52
2025 Q3	$1.51M	Buy	65,388 +46,670	+249%	+$1.07M	0.19%	63
2025 Q2	$431K	Buy	+18,718	New	+$426K	0.06%	113

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

CIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Stockman Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 35% in Q1 2026, buying an estimated $1.2M and bringing the position to 200,616 shares worth $4.6M. The position accounts for 0.51% of the portfolio, ranked #51.

Stockman Wealth Management first reported a position in IBTM in Q2 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Stockman Wealth Management held 200,616 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.6M as of Q1 2026.
Stockman Wealth Management bought 52,212 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $1.2M.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.51% of Stockman Wealth Management's portfolio in Q1 2026, its #51 holding.
Stockman Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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