PA
IBDM

Parallel Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Parallel Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,635
Closed -$65K – 3461
2021
Q3 		$65K Hold
2,635
– – ﹤0.01% 1175
2021
Q2 		$65K Hold
2,635
– – ﹤0.01% 1125
2021
Q1 		$65K Hold
2,635
– – ﹤0.01% 1064
2020
Q4 		$66K Hold
2,635
– – ﹤0.01% 977
2020
Q3 		$66K Hold
2,635
– – ﹤0.01% 952
2020
Q2 		$66K Sell
2,635
-887
-25% -$22.2K ﹤0.01% 939
2020
Q1 		$86K Sell
3,522
-409
-10% -$10.1K 0.01% 740
2019
Q4 		$98K Hold
3,931
– – 0.01% 776
2019
Q3 		$98K Hold
3,931
– – 0.01% 726
2019
Q2 		$98K Hold
3,931
– – 0.01% 671
2019
Q1 		$97K Hold
3,931
– – 0.01% 621
2018
Q4 		$95K Hold
3,931
– – 0.01% 555
2018
Q3 		$96K Buy
3,931
+2,755
+234% +$67.1K 0.01% 623
2018
Q2 		$28K Buy
+1,176
New +$28.7K ﹤0.01% 929

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Parallel Advisors's IBDM Position: Q4 2021 in Review

Parallel Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 2,635 shares — an estimated $65K sold.

Parallel Advisors first reported a position in IBDM in Q2 2018 and held it in 14 quarters. The position peaked at $98K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Parallel Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Parallel Advisors sold 2,635 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $65K.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2018 and held it in 14 quarters.
  • Parallel Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $98K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Parallel Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.