Parallel Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

Parallel Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.74M	Buy	220,481 +17,093	+8%	+$445K	0.09%	160
2026 Q1	$5.3M	Buy	203,388 +3,493	+2%	+$92K	0.1%	155
2025 Q4	$5.27M	Buy	199,895 +22,192	+12%	+$587K	0.1%	153
2025 Q3	$4.7M	Buy	177,703 +16,385	+10%	+$429K	0.09%	162
2025 Q2	$4.22M	Buy	161,318 +21,035	+15%	+$538K	0.08%	168
2025 Q1	$3.62M	Buy	140,283 +21,908	+19%	+$560K	0.08%	177
2024 Q4	$3.01M	Buy	118,375 +113,857	+2,520%	+$2.95M	0.07%	200
2024 Q3	$121K	Buy	4,518 +4,321	+2,193%	+$113K	﹤0.01%	1168
2024 Q2	$4.99K	Buy	+197	New	+$4.98K	﹤0.01%	2547

Other funds holding IBDZ

CIA

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

ACA

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

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 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

SIC

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

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

Parallel Advisors's IBDZ Position: Q2 2026 in Review

Parallel Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 8.4% in Q2 2026, buying an estimated $445K and bringing the position to 220,481 shares worth $5.74M. The position accounts for 0.09% of the portfolio, ranked #160.

Parallel Advisors first reported a position in IBDZ in Q2 2024 and has held it in 9 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

Parallel Advisors held 220,481 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $5.74M as of Q2 2026.
Parallel Advisors bought 17,093 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $445K.
iShares iBonds Dec 2034 Term Corporate ETF made up 0.09% of Parallel Advisors's portfolio in Q2 2026, its #160 holding.
Parallel Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2024 and has held it in 9 quarters since.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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