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Parcion Private Wealth’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Parcion Private Wealth’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
Q1 		$20.5M Buy
+893,909
New +$20.6M 1.27% 19
2025
Q4 		– Sell
-902,319
Closed -$20.9M – 432
2025
Q3 		$20.9M Buy
+902,319
New +$20.7M 1.3% 18
2025
Q2 		– Sell
-937,088
Closed -$21.4M – 312
2025
Q1 		$21.4M Buy
+937,088
New +$21M 1.75% 15

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parcion Private Wealth's IBTM Position: Q1 2026 in Review

Parcion Private Wealth opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 893,909 shares worth $20.5M. The stake represents 1.27% of the portfolio and ranks #19 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in IBTM as recently as Q3 2025.

Parcion Private Wealth first reported a position in IBTM in Q1 2025 and has held it in 3 quarters since. The position peaked at $21.4M in Q1 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Parcion Private Wealth held 893,909 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $20.5M as of Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Parcion Private Wealth position in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 1.27% of Parcion Private Wealth's portfolio in Q1 2026, its #19 holding.
  • Parcion Private Wealth first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Parcion Private Wealth's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $21.4M in Q1 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.