Parallel Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

Parallel Advisors’s Portfolio IBDY Stock Details IBDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.04M	Buy	234,639 +21,622	+10%	+$557K	0.09%	155
2026 Q1	$5.51M	Buy	213,017 +2,184	+1%	+$57K	0.1%	150
2025 Q4	$5.51M	Buy	210,833 +12,966	+7%	+$340K	0.1%	145
2025 Q3	$5.19M	Buy	197,867 +9,461	+5%	+$246K	0.1%	148
2025 Q2	$4.88M	Buy	188,406 +16,373	+10%	+$415K	0.1%	151
2025 Q1	$4.4M	Sell	172,033 -20,889	-11%	-$528K	0.1%	155
2024 Q4	$4.84M	Buy	192,922 +37,455	+24%	+$959K	0.11%	149
2024 Q3	$4.1M	Buy	155,467 +59,754	+62%	+$1.55M	0.1%	162
2024 Q2	$2.41M	Buy	95,713 +5,579	+6%	+$140K	0.06%	216
2024 Q1	$2.3M	Buy	90,134 +39,285	+77%	+$998K	0.06%	211
2023 Q4	$1.31M	Buy	+50,849	New	+$1.24M	0.04%	288

Other funds holding IBDY

CIA

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

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

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

CAI

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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Parallel Advisors's IBDY Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 10% in Q2 2026, buying an estimated $557K and bringing the position to 234,639 shares worth $6.04M. The position accounts for 0.09% of the portfolio, ranked #155.

Parallel Advisors first reported a position in IBDY in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

Parallel Advisors held 234,639 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $6.04M as of Q2 2026.
Parallel Advisors bought 21,622 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $557K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.09% of Parallel Advisors's portfolio in Q2 2026, its #155 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
167 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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