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 Q2	–	Sell	-893,909	Closed	-$20.5M	–	545
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

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

Parcion Private Wealth's IBTM Position: Q2 2026 in Review

Parcion Private Wealth sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 893,909 shares — an estimated $20.5M sold.

Parcion Private Wealth first reported a position in IBTM in Q1 2025 and held it in 3 quarters. The position peaked at $21.4M in Q1 2025. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Parcion Private Wealth reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Parcion Private Wealth sold 893,909 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $20.5M.
Parcion Private Wealth first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
Parcion Private Wealth's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $21.4M in Q1 2025.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.