Stockman Wealth Management, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

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 21,914 shares of IBDT stock, worth $550,479. This represents 0.09% of its overall portfolio holdings.

Number of Shares

21,914

Previous 22,569 2.9%

Holding current value

$550,479

Previous $576,000 5.38%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$24.82 - $25.48 $16,257 - $16,689	-655 Reduced 2.9%	21,914 $545,000
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

# of Institutions

341

Shares Held

77.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Stockman Wealth Management, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History