Parallel Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Parallel Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,488	Closed	-$37K	–	3451
2021 Q4	$37K	Sell	1,488 -2,200	-60%	-$55.5K	﹤0.01%	1508
2021 Q3	$93K	Buy	3,688 +2,200	+148%	+$55.7K	﹤0.01%	1016
2021 Q2	$38K	Sell	1,488 -1,144	-43%	-$29.1K	﹤0.01%	1383
2021 Q1	$67K	Hold	2,632	–	–	﹤0.01%	1051
2020 Q4	$67K	Hold	2,632	–	–	﹤0.01%	973
2020 Q3	$67K	Hold	2,632	–	–	﹤0.01%	945
2020 Q2	$67K	Hold	2,632	–	–	﹤0.01%	932
2020 Q1	$65K	Hold	2,632	–	–	0.01%	845
2019 Q4	$67K	Hold	2,632	–	–	0.01%	941
2019 Q3	$67K	Hold	2,632	–	–	0.01%	873
2019 Q2	$66K	Hold	2,632	–	–	0.01%	804
2019 Q1	$66K	Hold	2,632	–	–	0.01%	758
2018 Q4	$63K	Hold	2,632	–	–	0.01%	687
2018 Q3	$64K	Buy	+2,632	New	+$64.1K	0.01%	734

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Parallel Advisors's IBDN Position: Q1 2022 in Review

Parallel Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 1,488 shares — an estimated $37K sold.

Parallel Advisors first reported a position in IBDN in Q3 2018 and held it in 14 quarters. The position peaked at $93K in Q3 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Parallel Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Parallel Advisors sold 1,488 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $37K.
Parallel Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2018 and held it in 14 quarters.
Parallel Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $93K in Q3 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Parallel Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.