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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 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. 291 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.
291 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.