Parallel Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Parallel Advisors’s Portfolio IBDP Stock Details IBDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-145,949	Closed	-$3.68M	–	3637
2024 Q3	$3.68M	Buy	145,949 +56,446	+63%	+$1.42M	0.09%	182
2024 Q2	$2.25M	Sell	89,503 -1,080	-1%	-$27.1K	0.06%	225
2024 Q1	$2.27M	Buy	90,583 +34,810	+62%	+$869K	0.06%	214
2023 Q4	$1.39M	Buy	55,773 +50,613	+981%	+$1.25M	0.04%	274
2023 Q3	$128K	Hold	5,160	–	–	﹤0.01%	974
2023 Q2	$127K	Hold	5,160	–	–	﹤0.01%	971
2023 Q1	$127K	Buy	+5,160	New	+$127K	﹤0.01%	951

Other funds holding IBDP

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Parallel Advisors's IBDP Position: Q4 2024 in Review

Parallel Advisors sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 145,949 shares — an estimated $3.68M sold.

Parallel Advisors first reported a position in IBDP in Q1 2023 and held it in 7 quarters. The position peaked at $3.68M in Q3 2024. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

Parallel Advisors reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
Parallel Advisors sold 145,949 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $3.68M.
Parallel Advisors first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2023 and held it in 7 quarters.
Parallel Advisors's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.68M in Q3 2024.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Parallel Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.