Parcion Private Wealth
IBTR icon

Parcion Private Wealth’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

Parcion Private Wealth’s Portfolio IBTR Stock Details IBTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$235K Buy
+10,022
New +$244K 0.01% 500

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Parcion Private Wealth's IBTR Position: Q3 2026 in Review

Parcion Private Wealth opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q3 2026: 10,022 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #500 among its holdings.

6 funds tracked by Wall St. Rank hold IBTR as of Q3 2026.

  • Parcion Private Wealth held 10,022 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $235K as of Q3 2026.
  • iShares iBonds Dec 2036 Term Treasury ETF was a new Parcion Private Wealth position in Q3 2026.
  • iShares iBonds Dec 2036 Term Treasury ETF made up 0.01% of Parcion Private Wealth's portfolio in Q3 2026, its #500 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.