Parallel Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Parallel Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.5M	Buy	351,126 +67,474	+24%	+$1.63M	0.13%	118
2026 Q1	$6.88M	Buy	283,652 +22,629	+9%	+$549K	0.12%	124
2025 Q4	$6.38M	Buy	261,023 +8,988	+4%	+$218K	0.12%	127
2025 Q3	$6.13M	Buy	252,035 +11,935	+5%	+$289K	0.11%	127
2025 Q2	$5.83M	Buy	240,100 +20,182	+9%	+$487K	0.12%	127
2025 Q1	$5.32M	Sell	219,918 -26,297	-11%	-$632K	0.12%	129
2024 Q4	$5.9M	Buy	246,215 +49,663	+25%	+$1.2M	0.13%	120
2024 Q3	$4.79M	Buy	196,552 +61,366	+45%	+$1.48M	0.11%	141
2024 Q2	$3.21M	Buy	135,186 +2,614	+2%	+$61.8K	0.08%	176
2024 Q1	$3.16M	Buy	132,572 +51,774	+64%	+$1.23M	0.09%	176
2023 Q4	$1.93M	Buy	80,798 +64,336	+391%	+$1.5M	0.06%	209
2023 Q3	$381K	Buy	16,462 +3,042	+23%	+$71K	0.01%	539
2023 Q2	$315K	Hold	13,420	–	–	0.01%	607
2023 Q1	$320K	Buy	+13,420	New	+$317K	0.01%	588

Other funds holding IBDS

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

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

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

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Parallel Advisors's IBDS Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 24% in Q2 2026, buying an estimated $1.63M and bringing the position to 351,126 shares worth $8.5M. The position accounts for 0.13% of the portfolio, ranked #118.

Parallel Advisors first reported a position in IBDS in Q1 2023 and has held it in 14 quarters since. 415 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Parallel Advisors held 351,126 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.5M as of Q2 2026.
Parallel Advisors bought 67,474 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $1.63M.
iShares iBonds Dec 2027 Term Corporate ETF made up 0.13% of Parallel Advisors's portfolio in Q2 2026, its #118 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
415 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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