Parcion Private Wealth’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,790	Closed	-$284K	–	183
2023 Q1	$284K	Sell	12,790 -67,130	-84%	-$1.49M	0.03%	166
2022 Q4	$1.73M	Buy	+79,920	New	+$1.73M	0.19%	85