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 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 $6.84B AUM 17.28% 1-Year Est. Return

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

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

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Summitry LLC Foster City, California $2.83B AUM 17.32% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Parallel Advisors's IBDY Position: Q1 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1% in Q1 2026, buying an estimated $57K and bringing the position to 213,017 shares worth $5.51M. The position accounts for 0.1% of the portfolio, ranked #150.

Parallel Advisors first reported a position in IBDY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.51M in Q4 2025. 161 funds tracked by Wall St. Rank hold IBDY as of Q1 2026.

Parallel Advisors held 213,017 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $5.51M as of Q1 2026.
Parallel Advisors bought 2,184 iShares iBonds Dec 2033 Term Corporate ETF shares in Q1 2026, an estimated $57K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.1% of Parallel Advisors's portfolio in Q1 2026, its #150 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
Parallel Advisors's iShares iBonds Dec 2033 Term Corporate ETF position peaked at $5.51M in Q4 2025.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.