Parallel Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Parallel Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,062	Closed	-$126K	–	2588
2019 Q3	$126K	Sell	5,062 -191	-4%	-$4.75K	0.01%	643
2019 Q2	$131K	Hold	5,253	–	–	0.01%	586
2019 Q1	$131K	Hold	5,253	–	–	0.01%	525
2018 Q4	$130K	Hold	5,253	–	–	0.02%	462
2018 Q3	$130K	Buy	5,253 +2,596	+98%	+$64.3K	0.02%	528
2018 Q2	$65K	Buy	2,657 +1,657	+166%	+$41K	0.01%	655
2018 Q1	$25K	Hold	1,000	–	–	﹤0.01%	929
2017 Q4	$25K	Hold	1,000	–	–	﹤0.01%	942
2017 Q3	$25K	Hold	1,000	–	–	﹤0.01%	922
2017 Q2	$25K	Hold	1,000	–	–	﹤0.01%	935
2017 Q1	$25K	Hold	1,000	–	–	0.01%	887
2016 Q4	$25K	Buy	+1,000	New	+$25K	0.01%	795

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Parallel Advisors's IBDK Position: Q4 2019 in Review

Parallel Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 5,062 shares — an estimated $126K sold.

Parallel Advisors first reported a position in IBDK in Q4 2016 and held it in 12 quarters. The position peaked at $131K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Parallel Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Parallel Advisors sold 5,062 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $126K.
Parallel Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 12 quarters.
Parallel Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $131K in Q2 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Parallel Advisors's 13F filing for Q4 2019, filed 30 Jan 2020.