A detailed history of Stockman Wealth Management, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 22,569 shares of IBDT stock, worth $567,610. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,569
Previous 20,246 11.47%
Holding current value
$567,610
Previous $501,000 14.97%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$24.62 - $25.59 $57,192 - $59,445
2,323 Added 11.47%
22,569 $576,000
Q2 2024

Jul 31, 2024

SELL
$24.4 - $24.86 $19,032 - $19,390
-780 Reduced 3.71%
20,246 $501,000
Q1 2024

Apr 17, 2024

SELL
$24.69 - $25.14 $45,898 - $46,735
-1,859 Reduced 8.12%
21,026 $523,000
Q4 2023

Feb 01, 2024

SELL
$23.63 - $25.1 $49,552 - $52,634
-2,097 Reduced 8.39%
22,885 $574,000
Q3 2023

Oct 31, 2023

SELL
$23.94 - $24.67 $107,203 - $110,472
-4,478 Reduced 15.2%
24,982 $600,000
Q2 2023

Aug 02, 2023

BUY
$24.43 - $25.1 $204,943 - $210,563
8,389 Added 39.81%
29,460 $721,000
Q1 2023

May 04, 2023

BUY
$24.16 - $25.2 $509,075 - $530,989
21,071 New
21,071 $525,000

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.