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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return