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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
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
$1.37T AUM
24.88%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
HPC
HM Payson & Co
Portland, Maine
$6.93B AUM
28.92%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group
Savannah, Georgia
$1.47B AUM
18.47%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.2B AUM
18.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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