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Parallel Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Parallel Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.27M Buy
313,883
+35,091
+13% +$813K 0.11% 136
2026
Q1 		$6.48M Sell
278,792
-304
-0.1% -$7.11K 0.12% 131
2025
Q4 		$6.58M Buy
279,096
+12,585
+5% +$295K 0.12% 122
2025
Q3 		$6.26M Buy
266,511
+11,174
+4% +$261K 0.11% 125
2025
Q2 		$5.96M Buy
255,337
+22,490
+10% +$519K 0.12% 121
2025
Q1 		$5.39M Sell
232,847
-8,936
-4% -$205K 0.12% 127
2024
Q4 		$5.51M Buy
241,783
+49,129
+26% +$1.13M 0.12% 132
2024
Q3 		$4.53M Buy
192,654
+65,178
+51% +$1.51M 0.11% 148
2024
Q2 		$2.89M Buy
127,476
+3,531
+3% +$79.7K 0.07% 193
2024
Q1 		$2.83M Buy
123,945
+48,990
+65% +$1.12M 0.08% 191
2023
Q4 		$1.73M Buy
74,955
+67,628
+923% +$1.5M 0.05% 230
2023
Q3 		$160K Buy
7,327
+3,827
+109% +$85.1K 0.01% 876
2023
Q2 		$78.6K Hold
3,500
– – ﹤0.01% 1186
2023
Q1 		$80.1K Buy
+3,500
New +$79.1K ﹤0.01% 1155

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
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

Parallel Advisors's IBDU Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 13% in Q2 2026, buying an estimated $813K and bringing the position to 313,883 shares worth $7.27M. The position accounts for 0.11% of the portfolio, ranked #136.

Parallel Advisors first reported a position in IBDU in Q1 2023 and has held it in 14 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Parallel Advisors held 313,883 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $7.27M as of Q2 2026.
  • Parallel Advisors bought 35,091 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $813K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.11% of Parallel Advisors's portfolio in Q2 2026, its #136 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2023 and has held it in 14 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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