Parallel Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Parallel Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.57M	Buy	339,434 +34,521	+11%	+$872K	0.13%	117
2026 Q1	$7.72M	Buy	304,913 +14,400	+5%	+$366K	0.14%	110
2025 Q4	$7.45M	Buy	290,513 +31,330	+12%	+$798K	0.14%	111
2025 Q3	$6.61M	Buy	259,183 +13,955	+6%	+$355K	0.12%	117
2025 Q2	$6.23M	Buy	245,228 +19,574	+9%	+$493K	0.12%	115
2025 Q1	$5.7M	Sell	225,654 -10,624	-4%	-$266K	0.13%	120
2024 Q4	$5.88M	Buy	236,278 +45,795	+24%	+$1.15M	0.13%	121
2024 Q3	$4.86M	Buy	190,483 +61,670	+48%	+$1.56M	0.11%	140
2024 Q2	$3.19M	Buy	128,813 +3,568	+3%	+$88K	0.08%	177
2024 Q1	$3.12M	Buy	125,245 +45,211	+56%	+$1.13M	0.08%	179
2023 Q4	$2.01M	Buy	80,034 +61,854	+340%	+$1.5M	0.06%	202
2023 Q3	$437K	Buy	18,180 +4,675	+35%	+$114K	0.01%	496
2023 Q2	$331K	Hold	13,505	–	–	0.01%	594
2023 Q1	$337K	Buy	+13,505	New	+$333K	0.01%	559

Other funds holding IBDT

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Parallel Advisors's IBDT Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 11% in Q2 2026, buying an estimated $872K and bringing the position to 339,434 shares worth $8.57M. The position accounts for 0.13% of the portfolio, ranked #117.

Parallel Advisors first reported a position in IBDT in Q1 2023 and has held it in 14 quarters since. 435 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Parallel Advisors held 339,434 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $8.57M as of Q2 2026.
Parallel Advisors bought 34,521 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $872K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.13% of Parallel Advisors's portfolio in Q2 2026, its #117 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
435 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

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