Cushing Capital Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Cushing Capital Partners’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 Q2	$1.22M	Buy	53,932 +6,809	+14%	+$155K	0.84%	37
2026 Q1	$1.08M	Buy	47,123 +1,622	+4%	+$37.4K	0.83%	38
2025 Q4	$1.05M	Buy	45,501 +5,093	+13%	+$118K	0.78%	41
2025 Q3	$935K	Buy	+40,408	New	+$929K	0.73%	42

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cushing Capital Partners's IBTM Position: Q2 2026 in Review

Cushing Capital Partners increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 14% in Q2 2026, buying an estimated $155K and bringing the position to 53,932 shares worth $1.22M. The position accounts for 0.84% of the portfolio, ranked #37.

Cushing Capital Partners first reported a position in IBTM in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Cushing Capital Partners held 53,932 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.22M as of Q2 2026.
Cushing Capital Partners bought 6,809 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $155K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.84% of Cushing Capital Partners's portfolio in Q2 2026, its #37 holding.
Cushing Capital Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.