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 Q3	$1.14M	Sell	52,409 -1,523	-3%	-$34K	0.7%	42
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 $3.66B AUM 22.28% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cushing Capital Partners's IBTM Position: Q3 2026 in Review

Cushing Capital Partners reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.8% in Q3 2026, selling an estimated $34K and leaving 52,409 shares worth $1.14M. The position accounts for 0.7% of the portfolio, ranked #42.

Cushing Capital Partners first reported a position in IBTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q2 2026. 37 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

Cushing Capital Partners held 52,409 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.14M as of Q3 2026.
Cushing Capital Partners sold 1,523 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $34K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.7% of Cushing Capital Partners's portfolio in Q3 2026, its #42 holding.
Cushing Capital Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
Cushing Capital Partners's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.22M in Q2 2026.
37 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Cushing Capital Partners's 13F filing for Q3 2026, filed 20 Oct 2026.