Parallel Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Parallel Advisors’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.87M	Buy	406,873 +33,278	+9%	+$726K	0.14%	114
2026 Q1	$8.18M	Buy	373,595 +20,590	+6%	+$454K	0.15%	107
2025 Q4	$7.79M	Buy	353,005 +77,443	+28%	+$1.71M	0.14%	105
2025 Q3	$6.1M	Buy	275,562 +9,878	+4%	+$217K	0.11%	129
2025 Q2	$5.84M	Buy	265,684 +24,228	+10%	+$525K	0.12%	126
2025 Q1	$5.24M	Sell	241,456 -7,919	-3%	-$170K	0.12%	132
2024 Q4	$5.33M	Buy	249,375 +47,909	+24%	+$1.04M	0.12%	136
2024 Q3	$4.47M	Buy	201,466 +72,634	+56%	+$1.58M	0.11%	151
2024 Q2	$2.74M	Buy	128,832 +8,792	+7%	+$186K	0.07%	199
2024 Q1	$2.57M	Buy	120,040 +51,428	+75%	+$1.1M	0.07%	201
2023 Q4	$1.48M	Buy	+68,612	New	+$1.42M	0.04%	260

Other funds holding IBDV

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

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

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

CIA

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

CAI

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

Parallel Advisors's IBDV Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 8.9% in Q2 2026, buying an estimated $726K and bringing the position to 406,873 shares worth $8.87M. The position accounts for 0.14% of the portfolio, ranked #114.

Parallel Advisors first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Parallel Advisors held 406,873 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $8.87M as of Q2 2026.
Parallel Advisors bought 33,278 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $726K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.14% of Parallel Advisors's portfolio in Q2 2026, its #114 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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