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Parallel Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Parallel Advisors’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.54M Buy
313,991
+21,870
+7% +$456K 0.1% 146
2026
Q1 		$6.11M Buy
292,121
+5,198
+2% +$110K 0.11% 140
2025
Q4 		$6.07M Buy
286,923
+18,207
+7% +$386K 0.11% 138
2025
Q3 		$5.7M Buy
268,716
+13,383
+5% +$282K 0.1% 137
2025
Q2 		$5.37M Buy
255,333
+18,311
+8% +$378K 0.11% 138
2025
Q1 		$4.92M Sell
237,022
-17,446
-7% -$358K 0.11% 139
2024
Q4 		$5.18M Buy
254,468
+41,435
+19% +$857K 0.12% 139
2024
Q3 		$4.52M Buy
213,033
+78,022
+58% +$1.63M 0.11% 149
2024
Q2 		$2.74M Buy
135,011
+9,539
+8% +$192K 0.07% 198
2024
Q1 		$2.57M Buy
125,472
+53,642
+75% +$1.1M 0.07% 200
2023
Q4 		$1.49M Buy
+71,830
New +$1.41M 0.04% 259

Other funds holding IBDW

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Parallel Advisors's IBDW Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 7.5% in Q2 2026, buying an estimated $456K and bringing the position to 313,991 shares worth $6.54M. The position accounts for 0.1% of the portfolio, ranked #146.

Parallel Advisors first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Parallel Advisors held 313,991 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $6.54M as of Q2 2026.
  • Parallel Advisors bought 21,870 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $456K.
  • iShares iBonds Dec 2031 Term Corporate ETF made up 0.1% of Parallel Advisors's portfolio in Q2 2026, its #146 holding.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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