Parallel Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Parallel Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.76M	Buy	320,102 +50,737	+19%	+$1.23M	0.12%	130
2026 Q1	$6.53M	Buy	269,365 +19,699	+8%	+$477K	0.12%	130
2025 Q4	$6.1M	Buy	249,666 +6,833	+3%	+$166K	0.11%	137
2025 Q3	$5.9M	Buy	242,833 +12,390	+5%	+$300K	0.11%	133
2025 Q2	$5.59M	Buy	230,443 +20,754	+10%	+$501K	0.11%	134
2025 Q1	$5.08M	Sell	209,689 -34,633	-14%	-$836K	0.11%	137
2024 Q4	$5.88M	Buy	244,322 +47,881	+24%	+$1.15M	0.13%	122
2024 Q3	$4.77M	Buy	196,441 +62,607	+47%	+$1.51M	0.11%	143
2024 Q2	$3.19M	Buy	133,834 +2,742	+2%	+$65.1K	0.08%	179
2024 Q1	$3.13M	Buy	131,092 +51,349	+64%	+$1.22M	0.08%	177
2023 Q4	$1.91M	Buy	79,743 +63,953	+405%	+$1.5M	0.06%	212
2023 Q3	$368K	Buy	15,790 +1,815	+13%	+$42.5K	0.01%	550
2023 Q2	$328K	Hold	13,975	–	–	0.01%	595
2023 Q1	$332K	Buy	+13,975	New	+$329K	0.01%	568

Other funds holding IBDR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Parallel Advisors's IBDR Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 19% in Q2 2026, buying an estimated $1.23M and bringing the position to 320,102 shares worth $7.76M. The position accounts for 0.12% of the portfolio, ranked #130.

Parallel Advisors first reported a position in IBDR in Q1 2023 and has held it in 14 quarters since. 421 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

Parallel Advisors held 320,102 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.76M as of Q2 2026.
Parallel Advisors bought 50,737 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.23M.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.12% of Parallel Advisors's portfolio in Q2 2026, its #130 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.